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    • Coventry

Ansök senast: 2024-08-27

Investment Researcher

Publicerad 2024-06-28

Job Title: Investment Researcher


Industry: Financial Services


Location: Coventry


Salary: Up to £35,000 (higher salary negotiable depending on skillset and experience)


Job reference: 9134


Job Description:


Are you a technical and analytical individual?


Recruit UK are working on an exciting opportunity for an individual with Investment knowledge and/or Financial Planning sales support experience to join a well-regarded wealth management firm based in Coventry.


This opportunity offers a fantastic career development pathway, alongside the potential to step into investment analysis too.


Duties will include:

  • Maintaining and assisting ongoing management of clients and accuracy of client information
  • Researching investment products to support recommendations
  • Analysing investment and client data
  • Monitoring the client review process, as well as preparing and recording details accordingly
  • Liaising and managing clients and client relationships, answering client queries etc.


What’s in it for you:

  • Salary Up to £35,000 (negotiable dependent on skills and experience)
  • Excellent pension scheme
  • 25 days holiday plus bank holidays
  • Fantastic work culture
  • Ongoing career professional development
  • Study and exam support


Skills and experience required:

  • Specific interest in financial services, particularly investments and pensions
  • Minimum education of A Level standard, ideally couples with previous financial services experience
  • Analytical individuals
  • Problem solving skills
  • Computer literate


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Coventry on an Investment Researcher role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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