Data Collection and Research Professional

2 days ago


Bristol, Bristol, United Kingdom Close Brothers Group Full time

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:

  1. Extract client details via letters of authority and regular follow-ups with providers.
  2. Develop new business illustrations using our proprietary software or third-party solutions.
  3. Compile and analyze data for review by the Paraplanner and Adviser, leveraging tools such as Pulse, IMAGO, and Iress.
  4. Acquire and process application forms and supplementary materials from clients.
  5. 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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