Research and Analysis Associate in an IFA (ID:25864)
£38k - £44k per annumFull-time
Research and Analysis Associate
Job role: Research and Analysis Associate
Contract type: Permanent
Location: London
Salary: £38,000 – 44,000
Industry: Financial Services
Start date: ASAP
An independent financial advisory firm is actively seeking a Research and Analysis Associate to join their team. Working alongside the senior paraplanners, you will be supporting the financial advisers and their clients using a highly organised and methodical approach.
You Will Be Responsible For:
- Compiling accurate and compliant research packs and Data Capture Forms
- Creating client-facing presentations for use by advisers in their meetings
- Maintaining continuous personal development through attending seminars and completing exams
You Must Have:
- Passed a minimum of three R0 exams and working towards Dip(PFS)
- Experience writing Suitability Reports and compiling compliant client files
- Experience of using investment platforms and liaising with pension providers
If you are a numerate, analytic and methodical professional with a high level of proficiency in MS Office packages, including Excel and PowerPoint, please give Peter a call on View phone number on angelamortimer.com or send your CV to View email address on angelamortimer.com.
Reference: PTRAA
Vacancy posted 2 days ago
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