Investment Research Specialist

16 hours ago


Harrogate, North Yorkshire, United Kingdom Search Full time
Job Description

We are seeking a highly skilled Investment Research Specialist to join our team in Harrogate, North Yorkshire. As an Investment Research Specialist, you will be responsible for acting as an initial point of contact between consultants, clients, and product providers.

Your key responsibilities will include preparing for client meetings, researching the marketplace for suitable products in liaison with the consultant, and assisting with the management and oversight of model portfolios.

You will also be responsible for preparing compliant draft reports and suitability letters, preparing draft reviews of existing client portfolios, and assisting consultants and administration team in ensuring compliance and company standard.

The ideal candidate will have letter writing skills, including pension transfers, generic product knowledge, client liaison skills, and knowledge and appreciation of compliance regulations.

A minimum Diploma Level qualification is required, preferably Chartered, and previous experience in a similar role is essential.

We offer a competitive salary of £45k+ DOE and a range of benefits, including 38 days holidays minimum and hybrid working opportunities.



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