Financial Services Administration
Trainee Financial Services Research Assistant
Nottingham (our ref AL900)
Salary c£18,000 + benefits
My client is a successful Nottingham based firm of Independent Financial Advisers who provide holistic financial planning to their valued clients.
They now have an exciting new opportunity for an individual with an interest in personal finance and wealth management to join their team. It is envisaged will be a graduate who has also had a level of work experience within the financial services industry, able to solve numerical problems, have excellent IT skills, have a positive work ethic and a high level of attention to detail.
The role will involve:
· Undertaking investment research
· Producing client financial planning reports
· Providing technical support to the Directors
· Working alongside an experienced Paraplanner
Full training will be provided and the attainment of financial planning qualifications will be encouraged and supported, which will inevitably lead to promotion opportunities within the business.
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