A fantastic opportunity to join a leading wealth management organisation in their Research team.
The role will involve:
• Developing a thorough understanding of the firm’s Advice Guidance, as and when delivered
• Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
• Producing, when required, tax and other complex calculations.
• Preparing and interpreting complex plan information with a view to completing transfer analysis
• Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas
• Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
• Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress.
• Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD
• Completing work, as required, towards the creation of the firm’s independent centralised research list.
• Participating in firm research projects, adhering to set deadlines, as and if required.
• Working closely with the Technical Research Manager to train/develop Technical Research staff.
Key Requirements:
• Diploma in Financial Planning as a minimum qualification requirement
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
• Experience in an IFA environment, demonstrating quality communications of constructive feedback