Additional Resources Ltd.
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Financial Insight Support Analyst

Financial Insight Support Analyst - Haddenham, Buckinghamshire

Salary - £30k to £32k Depending on Experience plus Generous Benefits

Commutable from Thame, Aylesbury, High Wycombe, Tring, Bicester, Abingdon, Oxford, Milton Keynes etc.

The Company

Our client is a leading financial information business, helping financial institutions, financial advisers and consumers make better informed decisions.

Based in Haddenham (near Aylesbury in Buckinghamshire) they are a great place to work with some great Glassdoor reviews!

The Role & Previous Experience Required:

The Insight & Consulting team deliver real value to providers and advisers across Banking, General Insurance, Life & Protection, Wealth Management, Funds & DFM.

They take their unique insights and experience to bring clarity and understanding.

This helps providers make strategic decisions about products and their distribution, which results in advisers providing compliant advice whilst maximising the time spent with their clients.

As a result of significant growth, our client are seeking a talented individual to join the Funds & DFMs team as an Insight Support Analyst.

You'll be responsible for supporting all insight and consulting activities for Funds & Discretionary Fund Managers including data stewardship, delivery of high-quality Insight-based products and services and writing content for articles, publications and their website.

To succeed in this role, you'll be a graduate with excellent data analysis and interpretation skills combined with strong writing and presenting skills.

You'll ideally hold a Level 3 CISI qualification in Wealth Management with relevant experience working within a fund manager or wealth management business.

In addition, you'll need to be someone with high levels of personal presence and credibility, who can effectively establish and develop relationships at a senior level and successfully develop consultancy opportunities within both existing and new clients.


This role is temporarily home based due to COVID-19.

Your normal place of work will be at their offices in Haddenham, near Aylesbury in Buckinghamshire.

The salary for this role is £30 - £32K, dependent upon skills and experience, and you'll also benefit from a generous benefits package to include pension scheme, comprehensive insurance package (including life, critical illness, private medical and dental) and a gym membership subsidy.

Full job spec and further information on this opportunity to join a leading organisation are available on request.

Please apply with your CV.

Our client requires candidates to complete a short questionnaire as part of the application process.

This will be sent back to you once you apply.

Please only apply if you match the criteria outlined.

Candidates must already have full rights to work in the UK.

VISA sponsorship is not available.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.

For more information see our Privacy Policy on our website.

It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.

If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Key Words: Financial Analyst, Financial insights, CISI, Wealth Management, Fund Manager, Wealth Manager, Financial Advice, Business Analyst, Discretionary Fund Manager, Financial Services, Investment Analyst, IFA, Financial Advisor,