Blakemore Recruitment in Farringdon, London is seeking a Research & Analysis Associate to support financial advisers and clients. You will produce research packs, write Suitability Reports, and prepare client presentations using PowerPoint and Excel.
The role covers pensions, investments, research and new business, with full training and CPD requirements. A degree and experience in an IFA environment are expected, with progression toward DipPFS.
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Research & Analysis Associate – IFA Paraplanning & Pensions employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
