Financial planning analyst Work, Jobs in Waltham Abbey, Ess (with Salaries)

Protection Technical Specialist - Tax & Trust
Royal London —London
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Annual leave
Senior FP&A (Financial Planning and Analysis) Analyst
Creative Fabrica —London
- Remote
- Master's degree
- SQL
- Analysis skills
Client Administration and Implementation Analyst
Allspring Global Investments Holdings, LLC —London
- £85,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
14d
Business Analyst, Back Office Portfolio
CFA Institute —London
- £50,000 - £105,000 a year
- Full-time
- Master's degree
- Analysis skills
- Communication skills
- Annual leave
Financial Planning Analyst
Big Potato —London
- Full-time
- Hybrid work
- ERP systems
- SQL
- AI
- Annual leave
Quick apply
Financial Planning Analyst
Abel & Cole —Putney
- Full-time
- Microsoft Excel
- Salesforce
- Analysis skills
- Employee discount
Quick apply
Senior Financial Analyst, AWS Regions Finance - Public Sector
AWS EMEA SARL (UK Branch) —London
- Full-time
- SQL
- AWS
- Bachelor's degree
Financial Analyst
City Financial Network —London
- Up to £5,200 a month
- Full-time
- Microsoft Excel
- Organisational skills
- In-person
- Annual leave
- Life insurance
Quick apply
14d
Sales Operations Analyst AWS Enterprise Support Strategy & Operations (ESSO), AWS Enterprise Support Strategy & Operations (ESSO)
AWS EMEA SARL (UK Branch) —London
- Full-time
- Microsoft Excel
- Sales
- Salesforce
Junior Financial Analyst
Citco —London
- Full-time
- Microsoft Excel
- Master's degree
- Analysis skills
13d
Financial Analyst (GB), Professional I
Zebra Technologies —Bourne End
- Full-time
- SQL
- Presentation skills
- Bachelor's degree
- Annual leave
- Employee assistance programme
Commercial Financial Analyst
Bits —Camden Town
- £50,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
Quick apply
7d
Commercial Finance Analyst, Amazon Ads Sales Finance
Amazon Online UK Limited —London
- Full-time
- SQL
- Analysis skills
- Bachelor's degree
Senior Financial Analyst, Prime Video - Marketing EU + LATCAN
Amazon Digital UK Limited —London
- Full-time
- Microsoft Access
- Oracle
- Engineering
Financial Analyst - Corporate Finance (Industrials M&A)
Houlihan Lokey —London
- Full-time
- Spanish
- Analysis skills
- Bachelor's degree
7d
Finance Analyst – Portfolio Operations and Cost Governance
The Crown Estate —London
- Hybrid work
- Microsoft Excel
- Continuous improvement
- IT
PMO Analyst
Merton Council —Merton
- £43,680 - £48,003 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Senior Financial Planning Analyst
Brown-Forman —London
- Hybrid work
- English
- Microsoft Office
- Analysis skills
Financial Analyst FP&A
Oxygen —London
- £70,000 - £80,000 a year
- Weekend availability
- Microsoft Powerpoint
- Hospitality
- Microsoft Excel
- Sick pay
Quick apply
12d
Supply Chain Analyst
Lloyds Clinical —Harlow
- £32,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Leadership
- Annual leave
- Employee assistance programme
Quick apply

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financial planning analyst jobs near waltham abbey, ess

Protection Technical Specialist - Tax & Trust

Royal London -
London

Apply Now

Job details

Permanent

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Organisational skills
Financial services
Communication skills
Tax experience

Full job description

Job Description

Protection Technical Specialist - Tax & Trust

Contract Type: Permanent
Location: London or Edinburgh or Alderley Park (Wilmslow)
Working Style: Hybrid - 50% from home / 50% office based

We have an exciting new opportunity for a Protection Technical Tax and Trust Specialist to join our Protection Proposition Team at Royal London. You will provide accurate and timely tax and trust technical expertise, through communication, training, development and coaching to internal and external customers (advisers and internal colleagues) for personal and business protection customers. This role will work closely with Product Owners and Proposition Analysts in our Protection Proposition team, and the wider business (group operations and long-standing customers) using up to date legislative and regulatory knowledge to ensure products and propositions meet the needs of customers and financial advisers, as well as provide thought leadership content for PR and Marketing purposes.

More About the role:

Accountable for the day-to-day provision of high-quality technical support to advisers and internal customers including on:

Trusts – personal and business. To ensure that the trust proposition is fit for purpose by regular reviews.
Tax – including inheritance tax planning. To ensure that tax knowledge is up to date.
All aspects of High Net Worth. To support Distribution with their queries and conversations on business and personal protection.
Internal customers will include Distribution, Proposition, Group Operations and Long-Standing Customers.
Ownership of Technical queries submitted to Tax and Trust Mailbox.

Represent Royal London as a subject matter expert on Protection for both internal and external customers including :

Developing strong business relationships with internal and external customers.
Analyse, understand and communicate impact of legislative and regulatory changes on Protection Proposition.
Provide articles on tax, estate planning, and wealth management for Technical Central and IHT hub.
To provide support in the creation, development, and review of our protection proposition products.
To review and provide sign off for all trust related product documentation, sales support documents, presentations, webpage pages for internal customers
Use expertise to support distribution colleagues in achieving new business targets.

What you will bring to the role:

Relevant work experience and/or equivalent professional qualifications.
Good knowledge and understanding of the financial services industry and the legislative framework.
Strong knowledge of the technical aspects of Protection Propositions.
Good understanding of the regulatory environment and government policy in relation to Protection.
STEP qualified is an advantage.
Knowledge and understanding of the commercial environment facing product providers.
Ability to understand and communicate on a wide range of technical aspects.
Ability to consider how technical changes over time impact our Products and Propositions.
Ability to build and maintain strong, collaborative relationships with key internal and external stakeholders.
Strong communication skills both written and verbal.

If you feel you’d be a great fit for Royal London but don’t meet every requirement, we’d still love to hear from you. Research shows some candidates are less likely to apply unless they meet 100% of the criteria - if you meet most requirements and are keen to learn, we encourage you to apply!

About Royal London

We’re the UK’s largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance.

Inclusion, diversity and belonging

We’re an inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.

Apply Now

Refine Your Search

financial planning analyst jobs in waltham abbey, ess

Protection Technical Specialist - Tax & Trust

Senior FP&A (Financial Planning and Analysis) Analyst

Client Administration and Implementation Analyst

Business Analyst, Back Office Portfolio