Ifa Investment Research Administrator

1 day ago

Coventry NampW Satellite Villages, United Kingdom Templegate Full time

**EMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Investment Research Administrator **Location**: Kenilworth **Benefits**: Competitive salary, Pension, Professional development opportunities **Salary**: £23,000 to £28,000 depending on qualifications and experience **About the Company**: Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals. They are currently seeking a skilled and motivated Investment Researcher to join the team of financial professionals. As an IFA Investment Researcher, you will play a crucial role in supporting their financial advisors by conducting research on investment products, analysing market trends, and providing valuable insights to help inform their clients' investment decisions. **What Your Day to Day Duties Will Include**: - Maintaining accuracy of client information and assisting the on-going management of the client. - Interacting with clients in an efficient and professional manner. - Dealing with servicing queries including both new and existing business, ensuring compliance and process procedures are followed. - Researching products to support recommendations. - Preparing, recording and monitoring the client review process. - Analysing client and investment data **What is Needed to Be Considered**: - An interest in financial services particularly pensions and investments. - Educated to a minimum of A Level standard, ideally with previous financial services experience. - Excellent analytical and interpretive skills. - Tenacity, drive and a "can do" attitude, with a methodical approach with attention to detail. - The ability to fault find and make recommendations to remedy. - To be computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline in an accurate manner. - Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_ **Job Types**: Full-time, Permanent Pay: £23,000.00-£28,000.00 per year **Benefits**: - Company pension Schedule: - Monday to Friday Work Location: In person Reference ID: 1656

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