Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 31 days ago

Financial Planning Business Analyst

atomoswealth12 open roles

Where
Bristol, United Kingdom
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Planning Business Analystatomoswealth · Bristol, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on atomoswealth's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 31 days ago

The posting

Career

An excellent opportunity for an experienced Financial Planner, Financial Adviser or Senior Paraplanner who enjoys identifying better ways of working and influencing positive change.

You will have delivered advice, supported advisers or improved operational processes and are now looking to apply your expertise in a role where you can shape how financial planning is delivered across the business. This role gives you the opportunity to leverage your technical knowledge and practical experience whilst building a career in business transformation, process improvement and change management.

About the role

As a Financial Planning Business Analyst, you will play a key role in supporting business-led change across our financial planning and wealth management business. You will act as the bridge between Financial Planners, Advisers, Paraplanners, Operations and Technology teams to ensure change initiatives are practical, effective and deliver positive outcomes for both clients and colleagues.

Drawing on your experience, you will analyse current processes, identify opportunities for improvement and help design future ways of working. You'll ensure proposed solutions work in the real world and support the delivery of an efficient, scalable and client-focused advice proposition.

Accountabilities

Partner with Financial Planners, Advisers, Paraplanners and Operations teams to understand existing processes and identify opportunities for improvement.

  • Map and analyse end-to-end financial planning and advice processes.
  • Translate business requirements into clear documentation, process maps, user stories and change impacts.
  • Support the design and implementation of improved operating models, workflows and controls.
  • Facilitate workshops and engage stakeholders to gather insight and drive practical solutions.
  • Assess the impact of change on colleagues, clients, compliance requirements and business operations.
  • Support business readiness through training, communications and adoption activities.
  • Challenge assumptions and ensure solutions are fit for purpose within a regulated financial advice environment.
  • Identify opportunities for greater efficiency, simplification and automation across the financial planning journey.
  • Work closely with change and project teams to provide subject matter expertise and business insight.

Skills and Experience

We're particularly interested in hearing from candidates who have worked as a Financial Planner, Financial Adviser or experienced Paraplanner and are looking for a new challenge away from a client-facing advisory role.

You'll bring:

  • Experience within a UK regulated financial planning, wealth management or IFA environment.
  • Strong understanding of the end-to-end advice process and associated client outcomes.
  • Previous experience as a Financial Planner, Financial Adviser or Senior Paraplanner.
  • Knowledge of pensions, investments, retirement planning, tax planning, trusts and cashflow modelling.
  • A natural curiosity for improving processes and finding better ways of working.
  • Strong analytical and problem-solving skills.
  • Excellent stakeholder management and communication skills.
  • Experience contributing to business change, process improvement or system implementations would be advantageous.
  • The confidence to challenge constructively and influence stakeholders at all levels.
  • A collaborative approach and a passion for delivering positive outcomes for clients and colleagues.

Benefits

  • Competitive Pension Scheme - we contribute 6%, you 3%
  • 26 days holiday plus bank holidays
  • Private Medical Insurance
  • Life Assurance (4x)
  • Group Income Protection
  • Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against atomoswealth's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on atomoswealth's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    atomoswealth's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.