Dedham,
Job Title: Trainee Technical Researcher
Location: Office-based
Working Hours: Monday – Friday | 09:00 – 17:00
Salary: £26,000 + Company Bonus + Paraplanning Bonus
Are you detail-oriented, analytical, and looking to kickstart your career in Financial Services? We have a fantastic opportunity for a motivated individual to join our growing team as a Trainee Technical Researcher.
You’ll gain hands-on experience supporting financial advisers with in-depth research and documentation. This is an excellent entry point for someone looking to build a long-term career within wealth management and paraplanning.
Key Responsibilities:
- Conducting research across pensions, investments, and protection products
- Preparing discussion documents for adviser meetings
- Supporting the pre-submission process
- Producing suitability reports
- Acting as the main point of contact for advisers with fund/portfolio queries
- Meeting and greeting clients on behalf of advisers
What We’re Looking For:
- Ability to work under pressure and manage multiple tasks
- Fast learner with a proactive mindset
- Strong attention to detail and excellent time management skills
- Problem-solver with a natural comfort working with numbers
- A genuine desire to learn and progress in the financial services industry
Ideal Qualifications:
- GCSE Grade A or B in Maths (essential)
- Strong A Levels or a recent degree in Maths or Science-based subjects (preferred)
- CII Financial Adviser exams completed or in progress (highly desirable)
If you’re eager to develop your technical knowledge and play a key role in supporting financial advisers, we’d love to hear from you