Research and Analysis Associate

Research and Analysis Associate Farringdon, London £38,000-£44,000 depending on experience Permanent The Opportunity An exciting opportunity has arisen for a Research and Analysis Associate to join a small, established Independent Financial Advice firm based in Farringdon. You''ll become part of an existing team, working closely with experienced senior paraplanners to support financial advisers and their clients. This is a varied role offering the opportunity to develop your technical knowledge across pensions, investments, research and new business. Full training will be provided to help you understand the firm''s processes and the ongoing requirements of its clients. What You''ll Be DoingResearch and Analysis Producing accurate and compliant research packs Submitting and chasing authority letters to obtain client plan information Liaising with pension and investment providers Compiling accurate Data Capture Forms (DCFs) Preparing client-facing presentations using PowerPoint and Excel for adviser meetings New Business Following the advice process to produce fully compliant client files Ensuring all client documentation is accurate and up to date Maintaining current and accurate client information within the CRM Completing and submitting applications Preparing detailed Suitability Reports Checking that all work has been completed accurately and satisfactorily Additional Responsibilities Maintaining your CPD through seminars and professional examinations Preparing ..... full job details .....