Research and Analysis Associate
other jobs Angela Mortimer
Added before 5 hours
- England,London,City of London
- Full Time, Permanent
- £38,000 - £44,000 per annum
Job Description:
Full job descriptionResearch 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 submit your CV.
Reference: PTRAA
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 submit your CV.
Reference: PTRAA
Job number 4113548
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Company Details:
Angela Mortimer
Company size: 51-200 employees
Industry: Staffing and Recruiting
Angela Mortimer Plc has successfully grown over more than 40 years as a result of a consistent commitment to the quality recruitment of office and exe...