Research and Analysis Associate in an IFA

Overview

In this role you will support financial advisers by compiling accurate research packs and compliant data forms, and by creating client-facing presentations. You’ll work closely with senior paraplanners to maintain high standards and facilitate advisor meetings. You are expected to pursue professional qualifications and continuously develop through seminars and exams. The opportunity combines rigorous analysis with practical client-facing work to support advisory outcomes.

Responsibilities

• Compile accurate, compliant research packs and Data Capture Forms
• Create client-facing presentations for adviser meetings
• Maintain ongoing professional development through seminars and exams

Key requirements

• Passed a minimum of three RO exams and working towards Dip(PFS)
• Experience writing Suitability Reports and compiling compliant client files
• Experience using investment platforms and liaising with pension providers

• numerate
• analytic
• methodical
• MS Office (Excel, PowerPoint)
• investment platforms
• pension provider liaison

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