At a Glance
- Tasks: Coordinate research processes and support the Investment Team with valuable insights.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy flexible working, competitive salary, and a range of perks including bonuses.
- Other info: Great opportunities for professional development and social events.
- Why this job: Make a real impact in a dynamic environment while developing your career.
- Qualifications: Experience in financial services and strong communication skills required.
Location: Bromsgrove, Worcestershire, United Kingdom
Salary: Competitive Salary and Benefits
Contract type: Permanent
Hours: Full-time
This is a fantastic opportunity to join our team at AFH Wealth Management. AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
The role:
The purpose of this role is to play a valuable role in our Investment Team, as Centralised Research Coordinator. You will support the research framework that underpins adviser recommendations across the business.
As our Centralised Research Coordinator, you will typically:
- Be responsible for coordinating the delivery of the monthly Centralised Research process
- Maintain audit-ready records, document research outputs, archive due diligence evidence and ensure processes remain accurate, compliant and reviewed annually
- Develop and improve research accessibility and user experience
- Prepare research reports, presentations and communications to the wider business
- Act as a key point of contact for research enquiries for employees across other departments
- Support cross-functional projects and business initiatives.
What we are looking for in our ideal Centralised Research Coordinator:
- Proven experience working in a financial services setting, working with Financial Advisers or Investments
- Strong communication skills and ability to communicate effectively with stakeholders
- Experience in research or due diligence processes
- Excellent attention to details and communication skills
- Level 4 Diploma in Financial Planning
What AFH can offer – Perks & Benefits:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Pension - We offer a contributory pension scheme with Royal London at 5% employer contribution, as well as death-in-service benefit.
- Loyalty Bonus Scheme – AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
- Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
- Salary sacrifice schemes – Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.
Centralised Research Coordinator in Bromsgrove employer: AFH Financial Group.
AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Centralised Research Coordinator in Bromsgrove
✨Tip Number 1: Tap Into Professional Networks
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like AFH Financial Group.. You never know who might be your next boss or a crucial contact!
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Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from AFH Financial Group..
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like AFH Financial Group.. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Centralised Research Coordinator in Bromsgrove
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in AFH Financial Group. and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
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How to prepare for a job interview at AFH Financial Group.
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with AFH Financial Group..
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with AFH Financial Group.'s financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
