Research and Analysis Associate
Job in
Belfast, County Antrim, BT1, Northern Ireland, UK
Listed on 2026-10-01
Listing for:
Angela Mortimer
Full Time
position Listed on 2026-10-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Job role:
Research and Analysis Associate Contract type:
Permanent
Location:
London Salary: £38,000 – 44,000 Industry: Financial Services
Start date:
ASAP An independent financial advisory firm is actively seeking a Research and Analysis Associate to join their team. Working alongside the senior paraplanners, you will be supporting the financial advisers and their clients using a highly organised and methodical approach. You Will Be Responsible For:
Compiling accurate and compliant research packs and Data Capture Forms Creating client-facing presentations for use by advisers in their meetings Maintaining continuous personal development through attending seminars and completing exams You Must Have:
Passed a minimum of three R0 exams and working towards Dip(PFS) Experience writing Suitability Reports and compiling compliant client files
Experience of using investment platforms and liaising with pension providers If you are a numerate, analytic and methodical professional with a high level of proficiency in MS Office packages, including Excel and PowerPoint, please submit your CV. Reference: PTRAA
Position Requirements
10+ Years
work experience
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