Fund Research Analyst

CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED ,
Bath, Somerset
More Details
Job Type: Full-time
Salary: £46,000 per annum

Overview

Job Title: Fund Research Analyst Salary: £50,000 dependent on experience Location: Bath Working hours: 9 -5 with flexibility when required Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 50 years of business. We know we can’t achieve the results we do without the right people. We are currently looking to recruit a Fund Research Analyst to join our team in Bath. The successful candidate will join the investment team with the primary focus of overseeing and managing the investment fund panel. The successful candidate will have secured the level 4 diploma in financial planning alongside either of the following certifications : Certificate in Discretionary Investment Management Investment Management Certificate - IMC Level 4 Certificate in Investment Management - CISI The successful candidate will also have :- Detailed knowledge of funds and products A deep understanding of retail collectives and insurance funds The role will involve: Delivering a range of investment fund panel support to our Chase de Vere advisers Carrying out in house research, as well as working with external research companies, to ensure the development and maintenance of Chase de Veres’ investment fund panels Writing quarterly investment commentary for both internal and external use Building and strengthening relationships with fund providers and fund managers. Maintaining the fund panels using the Chase de Vere systems and tools Assisting with the day to day management of the Chase de Vere Discretionary Model Portfolio Service As importantly we offer the following: Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme An extra day off on your birthday Participation in the Company’s Flexible Benefits Scheme Contributory Pension Scheme Death in Service - 4 x basic salary Training and professional qualification support Opportunities for career progression - we strive to reward your loyalty with professional development Rewards and Initiatives - we love our Employee of the Quarter Scheme and our board members are always looking for ways to reward and recognise how hard our teams work Employee Assistance Programme - offering support to colleagues via telephone and online Does this sound good to you? If so, we want to hear from you Please apply by submitting an up to date CV

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