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
Reference: PTRAA
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Research and Analysis Associate employer: Angela Mortimer Plc - International Division
As a leading Investment Bank located in the heart of Central London, we pride ourselves on fostering a vibrant and inclusive work culture that values collaboration and innovation. Our Events Coordinator role offers not only a competitive salary but also ample opportunities for professional growth within the dynamic financial services sector. Join us to be part of a team that is dedicated to excellence and making a meaningful impact through engaging events.
Contact Details:
Angela Mortimer Plc - International Division Recruitment Team
