Job Description

• Produce quality client-friendly reports that outline recommendations and their suitability.
• Build and maintain strong relationships with key stakeholders.
• Conduct thorough fund research to inform investment strategies.
• Implement and uphold service standards to ensure client expectations are met.
• Understand and apply the sales process, suitability letter requirements, and regulatory standards set by the FCA and SRA in your work.
• Analyse complex financial information, perform calculations, and generate strategy reports.
• Provide timely management information to various business areas.
• Ensure adherence to the regulator's Fit & Proper standards.

• Minimum of two years in the financial services industry.
• Hold or be studying towards a relevant Diploma level qualification.
• Proficient in various advisor research tools; experience with True Potential is advantageous.
• Self-motivated, adaptable, and capable of thriving in a team-oriented environment.

• Minimum of 25 days holiday plus bank holidays.
• Two additional days dedicated to community service.
• Enjoy your birthday off each year.
• Death in service benefit equivalent to twice your annual salary.
• Auto-enrolment into our pension plan.
• Hybrid working options available.
• Access to an Employee Assistance Programme for personal support.
• Enjoy discounts from various local businesses.
• Professional fees covered (subject to role requirements).
• Participate in our employee recruitment incentive scheme.

Apply now or call 02921 509900 - Option 2 and speak with Luke.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.