Financial Researcher An exciting opportunity awaits a Financial Researcher to join one of the UK’s leading wealth management and financial advisory firms, based in the Worthing area. Renowned for its excellence, innovation, and client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Understanding that finance is the backbone of any successful organisation, they have remained dedicated to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Financial Researcher: As a financial researcher, you will provide research and paraplanning expertise to support financial advisors in their meetings with clients. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Financial Researcher: Two years’ minimum experience of working in financial services. Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred) Excellent Communication and Costumer service skills Ability to work well under pressure Experience working large client base and different providers Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests. Adapt to a fast-changing environment working with Paraplanners and Senior Managers as well as helping other staff. What we offer in return to the successful Financial Researcher: Salary £28,000-£35,000 per annum Monday to Friday, (hybrid working) UK’s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don’t miss out, get in touch today for more details Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy