At a Glance
- Tasks: Support financial advisers by compiling research packs and creating client presentations.
- Company: Independent financial advisory firm with a focus on professional development.
- Benefits: Competitive salary, opportunities for continuous learning, and a supportive team environment.
- Other info: Ideal for numerate and analytical individuals seeking career growth.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: Must have passed three R0 exams and be proficient in MS Office.
The predicted salary is between 38000 - 44000 £ per year.
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.
Research and Analysis Associate in London employer: Angela Mortimer Careers
Join a dynamic and innovative corporate environment in Central London as an Events Coordinator, where your expertise will be valued and nurtured. With a competitive salary of up to £60k, we offer a collaborative work culture that encourages professional growth and development, alongside opportunities to engage with diverse teams and high-profile events. Experience the unique advantage of working in one of the world's most vibrant cities, where every day brings new challenges and rewarding experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Research and Analysis Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Angela Mortimer Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Research and Analysis Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Angela Mortimer Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Angela Mortimer Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Angela Mortimer Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Angela Mortimer Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Angela Mortimer Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Angela Mortimer Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
