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Investment Researcher
2 months ago
We are seeking a skilled Investment Researcher to join our team at a well-established wealth management firm based in Coventry.
This is an exciting opportunity for an individual with a strong interest in financial services, particularly investments and pensions, to develop their career in a dynamic and supportive environment.
The successful candidate will be responsible for maintaining and assisting ongoing management of clients and accuracy of client information, researching investment products to support recommendations, analysing investment and client data, and monitoring the client review process.
We offer a competitive salary up to £35,000 (negotiable dependent on skills and experience), excellent pension scheme, 25 days holiday plus bank holidays, and ongoing career professional development.
To be successful in this role, you will need a minimum education of A Level standard, ideally coupled with previous financial services experience, analytical skills, problem-solving skills, and computer literacy.
If you are a technical and analytical individual looking for a challenging and rewarding career opportunity, please apply for this Investment Researcher role.
We are committed to providing a holistic approach to career happiness, taking a mindfulness approach to match you to your perfect position.