Financial Researcher
An exciting opportunity has arisen for aFinancial Researcherto join one of the UKs 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 animpactfuldifference 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 successfulFinancial Researcher:
1. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
2. Prepare detailed, accurate and timely Annual Review Reports in plain English using the Company templates and following guidelines to support adviser meetings with clients.
3. Use industry software and technology to analyse performance data of funds and products included within the Reports.
4. Review and update client records on back office systems (CRM) with latest information and save ...