Research Analyst, Boutique Chartered IFA (London), £40,000 - £45,000 (DOE), Hybrid working
Wealth Management Firm/ Hybrid Working/£40,000 - £45,000 salary (dependent on experience and qualifications) /Attractive discretionary bonus schemeExcellent benefits packageA highly regarded boutique Chartered Independent Financial Planning firm based in Farringdon is seeking a Research Analyst to join their growing team. This is an excellent opportunity for an ambitious financial services professional looking to develop their career within a high-quality advisory environment.This role sits between paraplanning and technical administration, supporting advisers and the wider technical team with research, analysis and preparation of client recommendations. The firm prides itself on maintaining exceptionally high standards and is looking for a candidate who is well educated, polished and articulate, with a strong interest in financial planning.Key ResponsibilitiesConduct detailed research across investments, pensions, protection and financial planning solutionsAssist with technical analysis to support adviser recommendationsPrepare research reports and supporting documentation for client adviceSupport the paraplanning and advisory teams with technical queries and analysisMaintain up-to-date knowledge of financial planning products, providers and regulationAssist with due diligence on investment solutions and platformsRequirementsMinimum 2-3 years'' experience within financial planning, wealth management or an IFA environmentDegree educated (essential)Working towards the Level 4 ..... full job details .....
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