Job Description
Wealth Management Firm/ Hybrid Working/
£40,000 – £45,000 salary (dependent on experience and qualifications) /Attractive discretionary bonus scheme
Excellent benefits package
A 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 Responsibilities
* Conduct detailed research across investments, pensions, protection and financial planning solutions
* Assist with technical analysis to support adviser recommendations
* Prepare research reports and supporting documentation for client advice
* Support the paraplanning and advisory teams with technical queries and analysis
* Maintain up-to-date knowledge of financial planning products, providers and regulation
* Assist with due diligence on investment solutions and platforms
Requirements
* Minimum 2–3 years’ experience within financial planning, wealth management or an IFA environment
* Degree educated (essential)
* Working towards the Level 4 Diploma in Financial Planning (ideally qualified or more than halfway through)
* Strong analytical and research skills
* Excellent written and verbal communication
* Professional, polished and confident in a client-focused environment
Salary & Benefits
* £40,000 – £45,000 salary (dependent on experience and qualifications)
* Attractive discretionary bonus scheme
* Excellent benefits package
* Company-funded annual 5 overseas trip for the team (recent destinations include luxury European ski resorts)
* Opportunity to develop within a highly respected boutique Chartered firm
This is a fantastic opportunity for someone who wants to build their technical expertise in financial planning within a supportive but high-performing team.
If you are ambitious, academically strong and committed to progressing within financial advice, we would love to hear from you.
Please contact Sam at Financial Divisions.