Research and Analysis Associate in an IFA

Research and Analysis AssociateJob role: Research and Analysis AssociateContract type: PermanentLocation: LondonSalary: 38,000 – 44,000Industry: Financial ServicesStart date: ASAPAn 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 examsYou 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 providersIf you are a numerate, analytic and methodical professional with a high level of proficiency in MS Office packages, including Excel and PowerPoint, please give Peter a call on 0207 287 7788 or send your CV to peter.tregoning@am-international.co.uk.Reference: PTRAAJob RoleFinance JobsContract TypePermLocationUKSalary38000 - 44000Date Added08/09/2026Date Expires06/10/2026IndustryBanking and Finance