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: Negotiable salary, pension scheme, online GP access, and career development opportunities.
- Other info: Dynamic environment with excellent career growth and perks like gym memberships.
- Why this job: Make a real impact in finance while developing your skills in a supportive team.
- Qualifications: Experience in wealth management and strong communication skills required.
The predicted salary is between 30000 - 40000 £ 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.
About the successful Financial Researcher:
- 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.
What we offer in return to the successful Financial Researcher:
- Salary negotiable.
- 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 Researcher in Spalding employer: Paradigm Employment Services
Join a leading wealth management and financial advisory firm in Spalding, where exceptional client service and a forward-thinking approach create a dynamic work environment. With unrivalled career development opportunities, comprehensive benefits including a competitive pension scheme, mental health support, and unique perks like gym memberships and shopping vouchers, this company fosters a culture of growth and collaboration, making it an excellent employer for those passionate about finance.
Contact Details:
Paradigm Employment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Researcher in Spalding
✨Tip Number 1
Network like a pro! Reach out to people in the financial sector, attend industry events, and connect with professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Financial Researcher role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and how they operate within the wealth management space. We want you to show genuine enthusiasm and a proactive attitude during your chat with them!
✨Tip Number 3
Practice your communication skills! As a Financial Researcher, you'll need to convey complex information clearly. We suggest doing mock interviews with friends or using online platforms to refine your verbal and written communication skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to contribute to our high-performing team.
We think you need these skills to ace Financial Researcher in Spalding
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Researcher role. Highlight your experience in wealth management and any familiarity with research platforms like Bloomberg or Morningstar. We want to see how your skills match what we're looking for!
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. Share specific examples of how you've demonstrated a proactive approach in previous roles, as this is key for us.
Showcase Your Communication Skills:Since excellent communication is crucial for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Paradigm Employment Services
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial markets, investment products, and portfolio analysis. Familiarity with research platforms like Bloomberg or Morningstar will definitely give you an edge. Be ready to discuss how these tools can help in your role as a Financial Researcher.
✨Master the Art of Communication
Since this role involves clear communication with advisers and clients, practice articulating complex financial concepts in plain English. Prepare examples of how you've successfully communicated findings in the past, as this will showcase your ability to convey information effectively.
✨Show Off Your Organisational Skills
The job requires managing your own workload and meeting deadlines, so come prepared with examples of how you've successfully organised tasks in previous roles. Discuss any tools or methods you use to stay on top of your responsibilities, as this will demonstrate your proactive approach.
✨Be Ready for Technical Questions
Expect questions that test your understanding of FCA regulations, Data Protection, and Anti Money Laundering legislation. Brush up on these topics and be prepared to explain how you would ensure compliance in your work. This shows your commitment to maintaining high standards in the financial sector.
