Investment Analyst

Express Recruitment; Nottingham; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading financial services firm located in Nottingham is seeking a high-performing professional to work as a Paraplanner. The position offers a salary between £30,000-£35,000 with performance bonuses, along with opportunities for sponsored qualifications. Successful candidates will assist in preparing client materials, conduct data analysis, and support team activities. Ideal applicants should have some experience in the financial industry and a willingness to enhance their professional skills.

Benefits

Performance bonuses

Sponsored qualifications

25 days annual leave plus bank holidays

Qualifications

• 2 years of experience in the financial services sector is desirable.
• Willingness to take professional qualifications to improve industry knowledge.

Responsibilities

• Prepare product information for client meetings.
• Conduct forecast and risk analysis for global clients.
• Manage events and webinars to enhance asset gathering.
• Lead data capture for sales campaigns.
• Support team during external analyst meetings.

Skills

Financial industry experience

Analytical abilities

Proactive support during meetings

Education

Financial degree or background

Job description

c£35,000 / per annum with a performance bonus within company discretion quarterly.

Posted:

1 day ago

Category:

Professional Services Jobs

We’re on the search for a high performing, ambitious professional with a passion for the financial industry and Paraplanning or Wealth Management to join a leading International financial services business with an expanding presence in Nottingham.

To be successful in this role, you will be analytical. Due to the technical nature of our client’s service, plenty of training will be on offer as well as sponsored qualifications to get the successful candidate up to speed!

The track-record of progression in this role from others internally has been unrivalled and this position should be viewed as “just the start” in an organisation who have quadrupled in size over the past 3 years.

The basic salary for the role is £30,000-£35,000 with an annual discretional bonus and 25 days annual leave plus bank holidays and the opportunity sponsored finance qualifications.

It would be highly beneficial to have experience in the Financial Services or linked sectors, such as mortgages, pensions, financial advice, credit services or banking.

• Preparation of product information packs, reports and information for key client meetings
• Forecast and risk analysis on leading global clients
• Assist with the organisation and management of events and webinars to further asset gathering drives
• Lead on data capture for sales campaigns in order to assist on the wider sales teams targets
• Support the wider team in a proactive sense during external analyst meetings

Skills & Experience

• Financial industry experience of 2 years would be desirable
• Able to deliver on prospective outputs in line with business goals
• Willingness to take professional qualifications to improve industry knowledge.
• Preferable financial degree or background (or willingness to take on company sponsored qualifications)

About Express Recruitment

Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on https://bit.ly/3IaEnI7

Not quite found the right role for you yet? Let us do the scrolling for you!Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.

Vacancy Summary

Hours: Full Time, Monday-Friday, Hybrid

Salary: c£30,000- £35,000 per annum with a performance bonus within company discretion quarterly.

Location: Nottingham City Centre

Job type: Permanent, Hybrid

Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.