Research and Analysis Associate

Research & Analysis Associate

Farringdon, London

£38,000-£44,000 depending on experience

Permanent

An exciting opportunity has arisen for a Research & Analysis Associate to join a small, established Independent Financial Advice firm based in Farringdon.

You’ll become part of an existing team, working closely with experienced senior paraplanners to support financial advisers and their clients.

This is a varied role offering the opportunity to develop your technical knowledge across pensions, investments, research and new business
. Full training will be provided to help you understand the firm's processes and the ongoing requirements of its clients.

• Producing accurate and compliant research packs
• Submitting and chasing authority letters to obtain client plan information
• Liaising with pension and investment providers
• Compiling accurate Data Capture Forms (DCFs)
• Preparing client-facing presentations using PowerPoint and Excel for adviser meetings

• Following the advice process to produce fully compliant client files
• Ensuring all client documentation is accurate and up to date
• Maintaining current and accurate client information within the CRM
• Completing and submitting applications
• Preparing detailed Suitability Reports
• Checking that all work has been completed accurately and satisfactorily

• Maintaining your CPD through seminars and professional examinations
• Preparing adviser files for review by external file reviewers
• Taking part in team meetings and contributing ideas to improve processes across the business

We’re looking for someone with previous experience within an IFA / financial planning environment
, ideally supporting multiple financial advisers.

You’ll need:

• At least three R0 exams passed
  , with a willingness to work towards DipPFS
• Experience supporting Independent Financial Advisers
• Good technical knowledge of pensions and investments
• Experience writing Suitability Reports
• Experience completing applications and compiling compliant client files
• Experience using investment platforms and liaising with pension providers
• Strong Microsoft Word, Excel and Power Point skills
• Degree-level education

• Excellent attention to detail
• Strong written communication skills
• A professional and engaging telephone manner
• Excellent organisation and time-management skills
• The ability to multitask and manage competing priorities
• A systematic and methodical approach
• Strong numeracy
• A positive and hardworking attitude
• A genuine team-player mentality

Once you have successfully completed your probationary period, the benefits package includes:

• Quarterly bonus scheme - up to £11,000 per annum
• Bonus paid in 2025: £8,525
• £600 annual exam allowance
• Private Medical Insurance and Travel Insurance with Vitality Health
• Gym membership with Virgin Active or Pure Gym
• Pension scheme, including an additional £100 monthly contribution alongside auto-enrolment contributions
• Annual 5-star overseas staff holiday

Previous staff trips have included skiing in Val Thorens, New York, Las Vegas and Barcelona
.

If you’re currently working within an IFA environment and have experience across research, paraplanning, pensions and investments
, this could be an excellent opportunity to take the next step in your career.