Trainee Technical Researcher
  Up to £26000 per annum
  Chelmsford, Essex
  permanent,full-time


Our client who are prominent in their sector of business are recruiting for a Permanent Trainee Technical Researcher.

As the Trainee Technical Researcher you will be responsible for:

* Pension, Investment and Protection research
* Preparing Discussion Documents for Financial Adviser Meetings
* Pre-Submission Process
* Producing Suitability Reports
* Point of contact for Self-employed advisors for fund/portfolio enquiries
* Meeting & greeting clients for advisers

You will need the following:

* Ability to work under pressure
* Fast learner
* Meticulous attention to detail
* Problem solver
* Excellent Time Management
* Very comfortable with numbers
* Desire to learn, develop and progress in Financial Services

Qualifications required for this role include:

* GCSE A or B (or equivalent) in Math's is essential
* Strong A Levels or recent graduate ideally in math's or sciences is desirable
* CII Financial Adviser Exam or exams is preferable

Hours are Monday to Friday 09.00 - 17.00

If you have all of the skills, ability and qualifications for the above please apply today.


Advertiser: Agency

Reference: BAS0008

Posted on: 2025-04-22 10:24:38

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Trainee Technical Researcher
  Up to £26000 per annum
  Chelmsford, Essex
  permanent,full-time


Our client who are prominent in their sector of business are recruiting for a Permanent Trainee Technical Researcher.

As the Trainee Technical Researcher you will be responsible for:

* Pension, Investment and Protection research
* Preparing Discussion Documents for Financial Adviser Meetings
* Pre-Submission Process
* Producing Suitability Reports
* Point of contact for Self-employed advisors for fund/portfolio enquiries
* Meeting & greeting clients for advisers

You will need the following:

* Ability to work under pressure
* Fast learner
* Meticulous attention to detail
* Problem solver
* Excellent Time Management
* Very comfortable with numbers
* Desire to learn, develop and progress in Financial Services

Qualifications required for this role include:

* GCSE A or B (or equivalent) in Math's is essential
* Strong A Levels or recent graduate ideally in math's or sciences is desirable
* CII Financial Adviser Exam or exams is preferable

Hours are Monday to Friday 09.00 - 17.00

If you have all of the skills, ability and qualifications for the above please apply today.


Advertiser: Agency

Reference: BAS0008

Posted on: 2025-04-22 10:24:38

I want to receive the latest job alerts for:

Administration jobs in Chelmsford, Essex

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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