Investment Analyst

We’re on the search for a high performing, ambitious professional with a background within Paraplanning or Wealth Management to join a leading International financial services business with an expanding presence in Nottingham.

To be successful in this role, you will be a proven high achiever who is well versed in analytical processes within investment. Due to the technical nature of our client’s service, plenty of training will be on offer as well as sponsored qualifications to get the successful candidate up to speed! The track record of progression in this role from others internally has been unrivalled and this position should be viewed as “just the start” in an organisation which has quadrupled in size over the past 3 years.

The basic salary for the role is up to £30,000 with an annual bonus scheme of c£10,000 per year, up to 25 days annual leave plus stats, and sponsored finance qualifications.

It would be highly beneficial to have experience in the Financial Services or linked sectors, such as mortgages, pensions, financial advice, credit services, or banking.

Roles & Responsibilities

• Preparation of product information packs, reports, and information for key client meetings.
• Forecast and risk analysis on leading global clients.
• Assist with the organisation and management of events and webinars to further asset gathering drives.
• Lead on data capture for sales campaigns in order to assist on the wider sales teams' targets.
• Support the wider team in a proactive sense during external analyst meetings.

Skills & Experience

• Previous experience as a Paraplanner/Wealth management firm highly desirable.
• Able to deliver on prospective outputs in line with business goals.
• Willingness to take professional qualifications to improve industry knowledge.
• Preferable financial degree or background (or willingness to take on company sponsored qualifications).

Vacancy Summary

Hours: Full Time

Salary: Up to c£30,000 per annum D.O.E

Location: Nottingham

Job Type: Permanent