A well-established, highly reputable, knowledgeable Financial Advice firm that has been established for over 20 years are recruiting for an talented Investment Analyst Researcher to join their growing award-winning team. Reporting directly to the Head of Investments.
You will be skilled in researching and understanding the financial market, the fund community, tax wrappers platforms and providers, and be able to communicate this information to others.
Attend fund manager, platform and Provider meetings, presentations and seminars.
Meeting with Life and Pension Providers, Platforms and Esoteric investment providers and fund managers including DFM and Discretionary MPS.
You will be working alongside and supporting the Head of Investments. Ensuring excellent record keeping, development and business administration
Develop and maintain excellent customer relationships with current and potential members.
You will be required to undertake and deliver research information. Principal types o investment research and analysis will include:
- OEICS and Unit Trusts
- Investment Trusts
- Model Portfolios (discretionary) and DFM’s
- Life Assurance Companies
- Life and Pension funds
** To be considered for this role you must hold an Investment Management Certificate (IMC) **
This company is a joy to work for, a reputable company that can grow and support your career growth.
** Shortlisting now! Call Tegan on 02392455422 to discuss this role further **