Investment Analyst
Hybrid from any of Succession’s UK locations
Highly competitive Basic salary + Excellent benefits package
About the Company...
Since our formation in 2009, Succession Wealth has come a long way and we’re now positioned as one of the UK's leading Financial Advisory firms, with over 900 colleagues working together to provide a high quality, holistic financial advice service to clients from all walks of life.
At Succession we pride ourselves in the comprehensive range of high-quality investment solutions we have available to meet the diverse needs of our clients. Our ‘Succession Advisory Services’ team work with leading investment partners to develop and maintain an Investment Matrix that is positioned to deliver exceptional outcomes for our clients.
Succession Advisory Services now have an outstanding opportunity for an experienced Investment Analyst with a passion for maximising client investment opportunities to join the team.
About the Opportunity…
This is a fantastic opportunity to be part of a team of investment experts at one of the UK’s leading Wealth Management firms. You will need to use a proactive approach to keep up to date with industry trends, regulatory changes and investment markets in order to help drive the development of Succession’s Investment strategy and the optimisation of our investment matrix.
This role will give you the opportunity to work with Advisory teams across the business, championing Succession’s Investment matrix and providing training and support to our Wealth Advisors in using best practice and maximising investment opportunities for their clients.
A key aspect of this role will be to collate information and data from various sources and produce accurate reporting and analysis of patterns and trends, using insights to identify issues and drive improvements.
About you…
To be successful in this role you will need to have a strong understanding of the investment marketplace and be driven by delivering exceptional outcomes for clients.
You will also need:
* To hold an Investment Management Certificate (IMC) or similar qualification
* Experience in a similar investment analysis or investment management role
* Be highly numerate with strong data analysis and report writing skills
* Have a strong interest in investments and economics and a proactive approach to keeping up to date with changes and developments within the market
* Excellent written and verbal communication skills
* Strong relationship building skills with the confidence to build rapport with external partners and internal stakeholders
* Strong IT skills including a proficiency in Excel
What you can expect from us…
A highly competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
* 25 days Annual leave, rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
* Excellent company pension scheme with an 8% employer contribution.
* Group Life Assurance Scheme: 8 x salary
* Enhanced Company sick pay
* Group Income Protection
* Enhanced maternity, paternity and adoption pay
* Agile and family friendly working arrangements to allow for a great work/life balance
* £450 towards the purchase of home office equipment
* Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
* A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme
* Voluntary flexible benefits platform including Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
* Charity Days
* Company Events
We are committed to supporting the wellbeing of our colleagues, whatever their needs.
Some of the support we currently offer includes:
* Employee Assistance Programme including access to a 24/7 support line
* Access to mental health first aiders
* Menopause support
* Parental and compassionate leave
* Wellbeing Library and Hub
* Aviva DigiCare and Workplace
* Bereavement Helpline
Support in achieving your career goals…
* Sponsorship for relevant professional exams
* Access to funded apprenticeships in a range of topics, such as business administration, leadership & management and accounting & finance
* Clear career pathways and internal job opportunities
* Access to a huge range of free courses via our Learning hub
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees, we can grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.
In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
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