Investment And Product Analyst

Job reference
Reading, Berkshire, United Kingdom
Start date
To be arranged
IFA jobs / Investment jobs / Other jobs
Contract type(s)
Full time
Date posted

Investment And Product Analyst


£30,000 to £33,000 + benefits.


My client is an established , national IFA practice and they are looking for an analyst to provide  research and technical advice to the Executive Team.  A diverse and very interesting role suitable for an analytical individual with a strong interest and background in discretionary fund management and market research.  


The role will include amongst other duties product research & due diligence and the production of all necessary information for the Investment Committee meetings.  You will be helping with the administration of the solutions, product research and technical Investment analysis and assisting in analysing potential acquisitions investment solutions and smooth transition to the company Central Investment Platform .  There will also be a need for continued research and platform due diligence with a formal annual review of the market to ensure that they have the most appropriate solution for their clients.


They are looking someone with Level 4 Diploma qualification and a strong technical knowledge of financial planning and the products provided to clients. You should have a strong interest in Investments and willingness to undertake examinations in that field.  As such you should have strong analytical and report writing skills and good skills in Microsoft Office and other applications including Excel .


Ref: 5016

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