Research and Analysis Associate

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

If you are a numerate, analytic and methodical professional with a high level of proficiency in MS Office packages, including Excel and PowerPoint, please submit your CV.

Reference: PTRAA