Financial Research Specialist

5 days ago


Metropolitan Borough of Solihull, United Kingdom CleverHR Full time

About Us:

CleverHR is a leading provider of Chartered wealth management services, offering expert advice on investments, pensions and IHT planning.

We pride ourselves on delivering exceptional service to our clients and are committed to excellence in all aspects of our business.

The Role:

We are seeking an Investment Research Assistant to join our team, who will be responsible for researching products to support recommendations and preparing, recording and monitoring client reviews.

Key Skills:

  • Strong research and analytical skills
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently under pressure
  • Technical knowledge of financial software and systems

Salary and Benefits:

  • A competitive salary of approximately £25,000 - £35,000 per annum
  • The opportunity to work with a dynamic and supportive team
  • Ongoing training and development opportunities
  • A chance to work in a fast-paced and challenging environment


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