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Company Description
Artless Wealth is a boutique Financial Planner and Wealth Manager focused on delivering bespoke financial planning and investment management services to private and corporate clients. The firm is staffed by highly qualified and experienced professionals who combine prudently considered market expertise with a client-centric approach. Artless Wealth is committed to building trusted, long-term relationships through tailored strategies that help clients realise their investment and wealth aspirations. Team members benefit from a professional, high-caliber environment where analytical rigor and ethical standards are central to daily work.
Role Description
This is a full-time, on-site Analyst role based in Colchester at the Innovation Centre. The Analyst will support financial planning and investment management activities by gathering and analysing client data, preparing reports, and building financial models. Day-to-day responsibilities include researching markets and investment products, assisting in portfolio analysis, and preparing materials for client meetings and reviews. The Analyst will collaborate closely with planners and wealth managers to translate analysis into clear insights, maintain accurate documentation, and support compliance with internal policies and regulatory requirements. The role involves regular interaction with team members and may include occasional direct communication with clients to clarify data and support high-quality service delivery.
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Qualifications
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- Strong analytical and quantitative skills
- Solid research and problem-solving skills, with the ability to evaluate market information, investment products, and economic trends
- Clear written and verbal communication skills, including the ability to prepare structured reports, presentations, and client-ready documentation
- Strong attention to detail, organisational skills, and the ability to manage multiple tasks and deadlines in a structured, regulated environment
- Relevant academic background such as a degree in Finance, Economics, Accounting, Mathematics, or a related field is beneficial
- Progress toward professional qualifications (e.g., CISI, CFA, or similar) is an advantage
- Proficiency with spreadsheets and financial software, and comfort working with numerical data and CRM or portfolio management systems, is beneficial
- A commitment to ethical conduct, client confidentiality, and regulatory compliance, along with an interest in long-term career development in financial planning and wealth management, is beneficial
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