A highly reputable financial advisory practice in South Manchester require a career-committed research professional who is dedicated to enhancing their knowledge, experience and skills in this area.
Ideally, you will have previous experience as a Paraplanner within a fast paced environment and have extensive product knowledge in the areas of pensions, investments and protection.
The successful candidate will benefit from full support and training within a warm and welcoming office environment.
About the Role:
You will be required to analyse a client’s circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser
Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place
Liaising with various members of the Research Team involved in Risk and Compliance to ensure that advice is compliant
Provide high quality technical, administrative and research support to the advisers
Provide input to the Research Manager on the suitability of new systems or procedures
Assist in the development of less experienced members of staff
Previous experience working within a similar role within an IFA Practice
Level 4 Diploma qualified or a desire to work towards
A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
Committed to a career in research
Good time management and the ability to organise and prioritise workload