Financial Planner jobs in United Kingdom

We are working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Assistant to join their team based in Dundee. The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.

We are delighted to receive applications from Graduates who have strong MS Excel skills or individuals with data analysis experience and an interest in moving into a financial services firm.

• Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
• 1-3 years' experience in a similar position, perhaps with experience in data analysis, investment administration or operations. Graduates with strong MS Excel skills will also be considered.
• Hard working and conscientious
• Accuracy - attention to detail is essential
• Clear analytical ability
• Strong numeracy skills
• Exceptional interpersonal skills
• Proactive, with ability to work on own initiative to meet deadlines
• Ability to multitask, quick to learn
• Team player - small team requires good co-operational skills; happy to assist in all tasks if needed

• Assist in a broad range of activities to support the investment team.
• Responsible for provision of suitable data to assist research team, via excel and other systems
• Creation of dealing spreadsheets as required
• Provision of ESG data analysis to holdings using external systems
• Develop and maintain data relating to economic and macros indicators
• Delivery of monthly packs and other reports as needed by the team
• Creation and maintenance of various financial screens for the team
• Monitor parameters and characteristics of funds
• Assist in the delivery of ad hoc and annual tasks for the company's presentations

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16175

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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