Wealth Analyst

Birmingham, United Kingdom

Wealth Analyst

Birmingham, United Kingdom

This job posting is no longer active

The Business

We're looking for a Wealth Analyst to join Coutts in our Birmingham office

  • Provide an outstanding service to a portfolio of our high net worth clients
  • Be part of a large, successful and ambitious team as well as the prestigious Coutts brand
  • Continue to build your knowledge of the wealth industry

What you'll do

You’ll support with the delivery of thorough and straight forward advice to our clients regarding wealth structuring, investments, bonds and protection.

Your responsibilities will include:

  • Providing marketing support and analysis of data, creating suitable client solutions, and drafting reports and client briefs
  • Preparing profiles, meeting notes, valuations, quotations, supporting marketing and application materials
  • Identifying any suitable product needs for our clients before drafting suitability reports and advice recommendations
  • Playing a key role in the commercial delivery of our advice model by identifying opportunities both for new and existing clients
  • Conducting meeting preparations
  • Supporting with the processing of pensions and speaking to providers
  • Managing transfers and payments to providers

The skills you'll need

We’re looking for someone with fantastic analytical and lateral thinking skills, combined with a great communication style.

You’ll also need:

  • Experience of dealing with high net worth clients
  • A CISI Level 4 certificate (or equivalent) and a thorough understanding of client profiling, risk analysis and asset allocation
  • Experience in writing or adding value to wealth reports

How we'll reward you

In return, we offer a competitive salary plus 25% cash and benefit funding programme that can be tailored to suit your individual needs. In addition, we provide a wide selection of exclusive lifestyle offers, development and learning programmes, services and support designed to help you manage and balance your work/life priorities.

Visit our reward and benefits page for more information on the benefit packages we offer.


At Coutts, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

As a Financial Services organisation we comply with and support the requirements set by our Regulator, the Financial Conduct Authority (FCA), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and is subject to pre-employment screening. This means if your application is successful, you’ll need to satisfy some important background checks before you can start working with us. These will include a full credit check, a criminal record check, residency and right to work checks.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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If you don’t find the right role today, the best way to find out about other opportunities is by registering your details with us.

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