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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Administration - Chelmsford, Essex
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Up to £12.75 per hour + PLUS holiday accrual
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
Premier Work Support
Up to £12.75 per hour + PLUS holiday accrual
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