At a Glance
- Tasks: Conduct financial research and prepare detailed reports to support client meetings.
- Company: Join a leading wealth management firm known for exceptional client service.
- Benefits: Competitive salary, pension scheme, mental health support, and career development opportunities.
- Other info: Dynamic work environment with excellent growth potential and training opportunities.
- Why this job: Make a real impact in finance while developing your skills in a supportive team.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 25000 - 33000 £ per year.
An exciting opportunity has arisen for a Financial Researcher to join one of the UK's leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make an impactful difference in the lives of the individuals and businesses they support.
Finance is at the heart of every successful organisation, and this role is a key part of ensuring the smooth and effective operation of the business. We are looking to speak with applicants who can demonstrate strong commitment, genuine enthusiasm, and a proactive approach, individuals who are eager to contribute to a high-performing and respected team.
Main Responsibilities for the successful Financial Researcher:- Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
- Prepare detailed, accurate and timely Annual Review Reports in plain English using the Company templates and following guidelines to support adviser meetings with clients.
- Use industry software and technology to analyse performance data of funds and products included within the Reports.
- Review and update client records on back office systems (CRM) with latest information and save all research in client records according to Company protocols.
- Communicate clearly with Advisers, clients and team members, update client records and task notes promptly and accurately.
- Send Advisers completed Reports in good time identifying key areas noted for review within last meeting notes.
- Manage and organise own daily workload to meet deadlines so Adviser can review Reports before meetings take place and any requested revisions made promptly.
- Conduct file reviews and feedback accurate findings to Team Leader to assist with development and training of the team.
- Support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
- Maintain a degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs.
- Keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards.
- Respond to any other requests from your line manager within the scope of this role.
- Experience within wealth management, investment management, or financial advisory services.
- Familiarity with research platforms such as Bloomberg, Morningstar, or FactSet.
- Knowledge of portfolio analysis and financial planning concepts.
- Excellent communication and customer service skills.
- Good understanding of financial markets and investment products.
- Ability to interpret financial and economic data.
- Excellent written and verbal communication skills.
- Advanced Microsoft Excel and PowerPoint skills.
- Strong attention to detail and organisational ability.
- Adapt to a fast-changing environment working with Senior Managers as well as helping other staff.
- Salary negotiable (£25,000 - £33,000 per annum).
- Monday to Friday - 35 hours.
- UK's leading wealth management pension scheme and life insurance, plus access to online GPs and mental health support.
- Unrivalled career development prospects/National Training and ability to upskill your existing skill set.
- Shopping vouchers, gym memberships, electric car scheme.
If you are passionate about the financial sector and want to be part of a fantastic team, please do not hesitate to contact us for more details!
Financial Research Analyst in Lincoln employer: Paradigm Employment Services LTD
Join a leading wealth management and financial advisory firm in Spalding, where your contributions as a Financial Research Analyst will directly impact the lives of clients. With a strong commitment to employee development, a supportive work culture, and a range of benefits including a competitive salary, pension scheme, and access to mental health support, this company is dedicated to fostering a high-performing team that thrives on collaboration and innovation.
Contact Details:
Paradigm Employment Services LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Research Analyst in Lincoln
✨Tip Number 1
Network like a pro! Reach out to people in the financial sector, especially those who work at firms you're interested in. A friendly chat can lead to insider info and even job referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely excited about what they do and how you can contribute.
✨Tip Number 3
Practice your communication skills. As a Financial Research Analyst, you'll need to explain complex data clearly. Try explaining financial concepts to friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Research Analyst in Lincoln
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Research Analyst role. Highlight relevant experience in wealth management or financial advisory services, and don’t forget to showcase your skills with research platforms like Bloomberg or Morningstar.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine enthusiasm for the role and the company. Mention how your proactive approach and commitment align with our values at StudySmarter.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and ensure there are no typos or grammatical errors. We want to see your attention to detail right from the start!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll get to see more about what we do and how you can fit into our team!
How to prepare for a job interview at Paradigm Employment Services LTD
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and concepts relevant to the role. Familiarity with portfolio analysis and financial planning will show that you're not just a candidate, but someone who understands the industry.
✨Master the Tools of the Trade
Make sure you’re comfortable with research platforms like Bloomberg, Morningstar, or FactSet. Being able to demonstrate your proficiency with these tools during the interview can set you apart from other candidates.
✨Communicate Clearly
Since this role involves preparing reports and communicating with advisers and clients, practice articulating your thoughts clearly and concisely. Use plain English when discussing complex topics to showcase your ability to simplify information.
✨Show Enthusiasm and Proactivity
Express genuine enthusiasm for the role and the company. Share examples of how you've taken initiative in previous roles, whether it’s through process improvements or self-development, to highlight your proactive approach.
