Job Information

Trainee Investment and Research Analyst, clear progression, study support, salary up to £30k dependant on experience and qualifications

My client a Chartered Financial Advisers based in Coventry are now looking for a Trainee Investment and Research Analyst, they offer great progression and study support and are looking for a real team player to come on board.

Duties will include but not be limited to:

• Interacting with clients in an efficient and professional manner.
• Maintaining accuracy of client information and assisting the on-going management of the client.
• 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.



Experience needed:



• An interest in financial services particularly pensions and investments.
• Educated to a minimum of A Level standard, ideally with previous 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 can deliver high-quality work to deadlines in an accurate manner.


If you would like more information or to be considered, please apply or contact Rebecca at Cameron James Recruitment on 07845183446 or email Rebecca.hunt@cameron-james.co.uk