At a Glance
- Tasks: Support financial advisers by producing research packs and preparing client presentations.
- Company: Established Independent Financial Advice firm in Farringdon, London.
- Benefits: Quarterly bonuses, private medical insurance, gym membership, and annual overseas holiday.
- Other info: Full training provided with excellent career progression opportunities.
- Why this job: Join a dynamic team and enhance your financial knowledge while making a real impact.
- Qualifications: Experience in IFA environment, strong technical knowledge of pensions and investments.
The predicted salary is between 11000 - 11000 £ per year.
An exciting opportunity has arisen for a Research & Analysis Associate to join a small, established Independent Financial Advice firm based in Farringdon. You’ll become part of an existing team, working closely with experienced senior paraplanners to support financial advisers and their clients. This is a varied role offering the opportunity to develop your technical knowledge across pensions, investments, research and new business. Full training will be provided to help you understand the firm's processes and the ongoing requirements of its clients.
What You’ll Be Doing
- Producing accurate and compliant research packs
- Submitting and chasing authority letters to obtain client plan information
- Liaising with pension and investment providers
- Compiling accurate Data Capture Forms (DCFs)
- Preparing client-facing presentations using PowerPoint and Excel for adviser meetings
New Business
- Following the advice process to produce fully compliant client files
- Ensuring all client documentation is accurate and up to date
- Maintaining current and accurate client information within the CRM
- Completing and submitting applications
- Preparing detailed Suitability Reports
- Checking that all work has been completed accurately and satisfactorily
Additional Responsibilities
- Maintaining your CPD through seminars and professional examinations
- Preparing adviser files for review by external file reviewers
- Taking part in team meetings and contributing ideas to improve processes across the business
What We’re Looking For
We’re looking for someone with previous experience within an IFA / financial planning environment, ideally supporting multiple financial advisers. You’ll need:
- At least three R0 exams passed, with a willingness to work towards DipPFS
- Experience supporting Independent Financial Advisers
- Good technical knowledge of pensions and investments
- Experience writing Suitability Reports
- Experience completing applications and compiling compliant client files
- Experience using investment platforms and liaising with pension providers
- Strong Microsoft Word, Excel and PowerPoint skills
- Degree-level education
Personal Attributes
Alongside your technical experience, you’ll be someone who demonstrates:
- Excellent attention to detail
- Strong written communication skills
- A professional and engaging telephone manner
- Excellent organisation and time-management skills
- The ability to multitask and manage competing priorities
- A systematic and methodical approach
- Strong numeracy
- A positive and hardworking attitude
- A genuine team-player mentality
What's In It For You?
Once you have successfully completed your probationary period, the benefits package includes:
- Quarterly bonus scheme – up to £11,000 per annum
- Bonus paid in 2025: £8,525
- £600 annual exam allowance
- Private Medical Insurance and Travel Insurance with Vitality Health
- Gym membership with Virgin Active or Pure Gym
- Pension scheme, including an additional £100 monthly contribution alongside auto-enrolment contributions
- Annual 5-star overseas staff holiday
- Previous staff trips have included skiing in Val Thorens, New York, Las Vegas and Barcelona.
Interested? If you’re currently working within an IFA environment and have experience across research, paraplanning, pensions and investments, this could be an excellent opportunity to take the next step in your career.
Research and Analysis Associate in London employer: Blakemore Recruitment Careers
Join a dynamic and supportive team at our established Independent Financial Advice firm in Farringdon, where you will have the opportunity to enhance your technical skills in a collaborative environment. We offer a comprehensive benefits package, including a generous quarterly bonus scheme, private medical insurance, and exciting annual staff holidays, all designed to promote employee well-being and growth. With a strong focus on professional development and a culture that values teamwork and innovation, this role is perfect for those looking to make a meaningful impact in their career.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
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 Blakemore Recruitment 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 Blakemore Recruitment 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 Blakemore Recruitment 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 Blakemore Recruitment 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 Blakemore Recruitment 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 Blakemore Recruitment 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 Blakemore Recruitment 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.
