Back to search
A new and really exciting opportunity has arisen for an Investment Analyst within this large IFA practice.Creating bespoke client investment solutions using both long term strategic asset allocation and short term tactical asset allocation to meet/clients aims and objectives.
Analysis of client portfolios and providing suitable investment recommendations.
- Analysis of global markets and funds down to stock level via the Morningstar research system.
- Analysing financial data/macro information
- Networking with industry professionals
- Liaising with fund managers
- Broaden companies investment capabilities
- Conducting presentations as part of the quarterly Investment Committee meetings and to clients.
- Monitoring financial news
- Keeping abreast of market expansions
- Reporting to directors and executive colleagues
- Performing online trades
- Research tools used Morningstar, OBSR and FVC, Exweb Exchange
- Back Office System - Plum/Intelliflo
- Extensive Knowledge of Platforms in particular Cofunds, Elevate and Aviva* Presenting to individual clients and corporate client on the Investment process An excellent stepping stone from admin to Paraplanning - this firm also runs an IFA Training Academy you could join in the future.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
