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Research and Investment Analyst

Job Role (s):
Business Support
Salary negotiable
West Midlands, Solihull
Contract Type:

Experienced Research and Investment Analyst

Salary up to £30,000 depending on experience
9am - 5.30pm / Monday to Friday
Free Parking

-Previous experience as a research and investment analyst?
-Experienced analysing client and investment data?
-Confident in preparing, recording and monitoring the client review process?
-An interest in Financial Services particular pensions and investments?

Then this could be the role for you

Due to continued growth, a family owned Wealth Management organisation have an opportunity for an Experienced Research and Investment Analyst to join their friendly and professional team.

As the company's Research and Investment Analyst your regular duties will include -

- Maintaining accuracy of client information and assisting the on-going management of the client
- Interacting with clients in a professional manner
- Dealing with servicing queries, ensuring compliance and process procedures are followed
- Research products to support recommendations

You will of course have excellent analytical and interpretive skills with a can do attitude.

If you are interested in this position, please apply as Interviews will be held as soon as possible

Your application will be carefully considered in line with the experience, skills and talents sought and we will let you know within 48-hours if your application is closely aligned to the specific requirements of the role.

If this is not the case and you do not hear from us after 48-hours we will not be progressing or retaining you details in line with Data Protection guidelines so please respond to future roles that may be more suitable.

If you have previously registered with Plum Personnel and are interested to be considered for the role - please contact us directly.