Research Manager
3 weeks ago
Job Description:
The Progeny Group is seeking a highly skilled and experienced Research Manager to join our team. As a key member of our organization, you will be responsible for managing research and due diligence to a high regulatory standard.
Key Responsibilities:
- Act as Secretary of the Progeny Wealth Investment Committee, taking responsibility for the full calendar of scheduled Research and Due Diligence for all Progeny Wealth Propositions, Providers, and supporting Research tools.
- Carry out research with full rigour, ensuring this research meets regulatory and business requirements.
- Assist with acquisition firms, which may involve the closure of their own investment committees and managing any acquisition risks.
- Provide pro-active support for proposition enhancements and proposition launches; producing appropriate copy and wording to support communications internally and externally, where required.
- Undertake appropriate research and due diligence for Off-CIP to support alternative solutions and panels.
- Utilise technical knowledge to proactively horizon scan, supporting research as well as propositional/product and advice enhancements.
Required Skills and Qualifications:
To be successful in this role, you will need to have proven experience in a technical or paraplanning role gained within an advisory practice and technical operations experience. You should also have demonstrable experience in managing research and due diligence to a high regulatory standard. Relevant Professional industry qualifications (IMC, CFA) are essential, as well as overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning. Knowledge of platforms, functionality, and due diligence considerations is also necessary. Understanding of FCA suitability requirements is a must. CII Chartered Status or equivalent is desirable.
Benefits:
We offer a competitive salary of £60,000 per annum, plus benefits including 30 days holiday plus public holidays, wellbeing day, birthday holiday, volunteering day, private medical insurance, 24/7 digital GP and health advice, employee assistance programme providing support for your mental and physical health, group pension scheme, life assurance scheme, eyecare vouchers, family leave, hybrid working, and referral scheme.
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