Hybrid Research Coordinator - Financial Services

AFH Financial Group; Bromsgrove; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Flexible working

Annual leave scheme

Pension

Bonus potential

Health & wellbeing

Discounts

Annual parties

Job summary

AFH Wealth Management in Bromsgrove is seeking a Centralised Research Coordinator to join the Investment Team on a permanent, full-time basis. Hybrid working from Bromsgrove Head Office is offered, with a focus on supporting adviser recommendations across the business.

The role requires expertise in financial services research and due diligence, strong communication, and meticulous records management to drive timely, audit-ready outputs.

Qualifications

• Proven experience in financial services with Advisers or Investments.
• Strong communication skills for stakeholders.
• Experience in research or due diligence processes.
• Excellent attention to detail and accuracy.

Responsibilities

• Coordinate the monthly Centralised Research process.
• Maintain audit-ready records and due diligence evidence.
• Develop and improve research accessibility and user experience.
• Prepare research reports, presentations and communications.
• Serve as key contact for research enquiries across departments.
• Support cross-functional projects and initiatives.

Skills

Coordination

Research

Due diligence

Communication

Education

Level 4 Diploma in Financial Planning

Job description

AFH Wealth Management in Bromsgrove is seeking a Centralised Research Coordinator to join the Investment Team on a permanent, full-time basis. Hybrid working from Bromsgrove Head Office is offered, with a focus on supporting adviser recommendations across the business.

The role requires expertise in financial services research and due diligence, strong communication, and meticulous records management to drive timely, audit-ready outputs.