Financial Services Analyst
2 days ago
We are seeking a highly skilled Financial Services Analyst to join our team. The successful candidate will be responsible for building strong relationships with clients, reviewing and formalizing files, and attending client meetings as required.
Role Responsibilities- Effectively build relationships and confidently communicate with clients
- Review, check, and formalize files to completion with the Financial Analyst
- Attend joint client meetings with the Financial Adviser if necessary
- Conduct research and due diligence on investment opportunities
- Write high-quality suitability reports
The ideal candidate will have a Level 4 Diploma qualification and experience in Regulated Financial Services. They will also be proficient in using CRM systems, research tools, and cashflow modeling software.
Required Skills and Qualifications- Level 4 Diploma qualification in a relevant field
- Experience in Regulated Financial Services
- Proficiency in CRM systems, research tools, and cashflow modeling software
We offer a competitive salary of £30,000 - £42,000 depending on experience, plus a 6 monthly discretionary profit share bonus. Our benefits package includes company pension, life insurance, and hybrid working arrangements.
Benefits- Competitive salary: £30,000 - £42,000 per annum
- 6 monthly discretionary profit share bonus
- Company pension
- Life insurance (4 x salary)
- Hybrid working arrangements
We are an equal opportunities employer and welcome applications from candidates who share our values of attention to detail, service, and teamwork.
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