Trainee Research and Investment Analyst - West Midlands

Balsall Common, Coventry, West Midlands
15 Nov 2016
13 Dec 2016
Contract Type
Full Time
Our client, a successful Chartered Financial Planning Company are currently looking for a Trainee Administrator/Investment Analyst to join their team.

The Role:
Maintaining accuracy of client information and assisting the on-going management of the client.
Interacting with clients in an efficient and professional manner.
Dealing with servicing queries including both new and existing business, ensuring compliance and process procedures are followed.
Researching products to support recommendations.
Preparing, recording and monitoring the client review process.
Analysing client and investment data.

An interest in financial services particularly pensions and investments.
Educated to a minimum of A Level standard or past financial services experience.
Excellent analytical and interpretive skills.
Tenacity, drive and a "can do" attitude, with a methodical approach with attention to detail.
The ability to fault find and make recommendations to remedy.
To be computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline in an accurate manner.

In return, our client is offering a very competitive salary.

To be considered for this role, apply now!