Our client is one of the market leading IFA businesses in the area.
We are looking for a Proposition and Operations Analyst to join the team.
As the company grows and new branches open, we are seeking someone who can help integrate the technology into a unified main system.
This role bridges the gap between strategic proposition development and operational execution, ensuring the successful transition of new financial planning tools into Business-as-Usual (BAU) operations.
Summary
The role involves delivering financial planning project workstreams related to advice software, systems, and propositional developments.
Assist in planning, coordinating, and implementing new financial planning tools and propositional enhancements.
Act as a key resource during the transition phase of financial planning tools into operational BAU.
This position may suit a Paraplanner with a strong understanding of Financial Services and skills in Project Management or Technology.
Base salary up to GBP 50,000 plus benefits package.
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