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- Produce quality client-friendly reports that outline recommendations and their suitability.
- Build and maintain strong relationships with key stakeholders.
- Conduct thorough fund research to inform investment strategies.
- Implement and uphold service standards to ensure client expectations are met.
- Understand and apply the sales process, suitability letter requirements, and regulatory standards set by the FCA and SRA in your work.
- Analyse complex financial information, perform calculations, and generate strategy reports.
- Provide timely management information to various business areas.
- Ensure adherence to the regulator's Fit & Proper standards.
Qualifications
- Minimum of two years in the financial services industry.
- Hold or be studying towards a relevant Diploma level qualification.
- Proficient in various advisor research tools; experience with True Potential is advantageous.
- Self-motivated, adaptable, and capable of thriving in a team-oriented environment.
Benefits
- Minimum of 25 days holiday plus bank holidays.
- Two additional days dedicated to community service.
- Enjoy your birthday off each year.
- Death in service benefit equivalent to twice your annual salary.
- Auto-enrolment into our pension plan.
- Hybrid working options available.
- Access to an Employee Assistance Programme for personal support.
- Enjoy discounts from various local businesses.
- Professional fees covered (subject to role requirements).
- Participate in our employee recruitment incentive scheme.
Apply now or call 02921 509900 - Option 2 and speak with Luke.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
