Financial Researcher

Financial Researcher 

An exciting opportunity has arisen for a Financial Researcher to join one of the UK’s 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 an impactful difference 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 successful Financial Researcher:

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• Prepare detailed, accurate and timely Annual Review Reports in plain English using the Company templates and following guidelines to support adviser meetings with clients.  
• Use industry software and technology to analyse performance data of funds and products included within the Reports.
• Review and update client records on back office systems (CRM) with latest information and save all research in client records according to Company protocols.
• Communicate clearly with Advisers, clients and team members, update client records and task notes promptly and accurately. Send Advisers completed Reports in good time identifying key areas noted for review within last meeting notes.
• Manage and organise own daily workload to meet deadlines so Adviser can review Reports before meetings take place and any requested revisions made promptly.
• Conduct file reviews and feedback accurate findings to Team Leader to assist with development and training of the team. 
• Support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
• Maintain a degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
• Keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards.
• Respond to any other requests from your line manager within the scope of this role.

About the successful Financial Researcher:

• Experience within wealth management, investment management, or financial advisory services.
• Familiarity with research platforms such as Bloomberg, Morningstar, or FactSet.
• knowledge of portfolio analysis and financial planning concepts.
• Excellent Communication and Costumer service skills
• Good understanding of financial markets and investment products.
• Ability to interpret financial and economic data.
• Excellent written and verbal communication skills.
• Advanced Microsoft Excel and PowerPoint skills.
• Strong attention to detail and organisational ability.
• Adapt to a fast-changing environment working with a Senior Managers as well as helping other staff

What we offer in return to the successful Financial Researcher:

• Salary negotiable ( (phone number removed) Per annum)
• Monday to Friday - 35 hours
• UK’s leading wealth management pension scheme and life insurance, plus access to online GPs and mental health support
• Unrivalled career development prospects/ National Training and ability to up skill your existing skill set. 
• Shopping vouchers, gym memberships, electric car scheme. 

If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details! 

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.