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A leading financial services firm in the UK is seeking a Wealth Analyst to assist in managing client portfolios effectively. You will support wealth managers by preparing essential documentation and conducting proactive communications to enhance client relationships. The ideal candidate will hold a CISI Level 4 qualification, possess strong analytical skills, and demonstrate excellent time management. Join us to develop your professional skills in a supportive environment focused on high-quality client service.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.