Data Collection and Research Professional
2 days ago
Job Role
We are recruiting for a skilled Data Collection and Research Professional to assist our Financial Advisers in delivering exceptional client experiences through efficient data gathering, product research, and documentation preparation.
Main Responsibilities:
- Extract client details via letters of authority and regular follow-ups with providers.
- Develop new business illustrations using our proprietary software or third-party solutions.
- Compile and analyze data for review by the Paraplanner and Adviser, leveraging tools such as Pulse, IMAGO, and Iress.
- Acquire and process application forms and supplementary materials from clients.
- Ensure precise data entry into our internal systems and adherence to established processes and performance metrics.
Remuneration:
The estimated annual salary for this role is £25,000-£30,000, dependent on background and certifications.
Essential Skills:
- Ongoing progression towards Regulated Diploma in Financial Planning (CII)
- Comprehensive understanding of the Financial Planning process
- Capacity to work independently with minimal supervision and prioritize tasks effectively
- Assertive attitude when interacting with product suppliers and fund management groups
- Proficient in Microsoft Office applications, especially Word and Excel, as well as internal and external software tools
- Superior communication skills
Benefits:
CLOSE BROTHERS ASSET MANAGEMENT FOSTERS AN INCLUSIVE WORK ENVIRONMENT THAT VALUES DIVERSITY AND EQUITY IN ALL INTERACTIONS.
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