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SalaryEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Investment Researcher
Location: Kenilworth
Benefits: Competitive salary, Pension, Professional development opportunities
Salary: £23,000 to £28,000 depending on qualifications and experience
About the Company:
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.
They are currently seeking a skilled and motivated Investment Researcher to join the team of financial professionals. As an IFA Investment Researcher, you will play a crucial role in supporting their financial advisors by conducting research on investment products, analysing market trends, and providing valuable insights to help inform their clients' investment decisions.
What Your Day to Day Duties Will Include:
Maintaining accuracy of client information and assisting the on-going management of the client.
Interacting with clients in an efficient and professional manner.
Dealing with servicing queries including both new and existing business, ensuring compliance and process procedures are followed.
Researching products to support recommendations.
Preparing, recording and monitoring the client review process.
Analysing client and investment data
What is Needed to Be Considered:
An interest in financial services particularly pensions and investments.
Educated to a minimum of A Level standard, ideally with previous financial services experience.
Excellent analytical and interpretive skills.
Tenacity, drive and a "can do" attitude, with a methodical approach with attention to detail.
The ability to fault find and make recommendations to remedy.
To be computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline in an accurate manner.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.
