Financial Researcher
| Posting date: | 18 April 2024 |
|---|---|
| Hours: | Part time |
| Closing date: | 17 May 2024 |
| Location: | LEEDS, LS17 |
| Company: | UKCIL |
| Job type: | Permanent |
| Job reference: | e8686137 |
Summary
Financial Researcher
Apply at UKCIL.com. Reference: e8686137
Job Title:
Overview:
Seeking a dedicated and detail-oriented individual to join our team as a Financial Researcher. This is a unique opportunity to work closely with a young adult, providing research and administrative support to help them achieve their financial goals.
Responsibilities:
- Financial Research: Conduct in-depth research on investment options, financial products, and market trends to inform decision-making and strategy development.
- Administrative Support: Manage and organize financial documents, assist in account management, and facilitate communication with financial institutions.
- Education and Guidance: Provide clear explanations of financial concepts, investment strategies, and the importance of long-term financial planning to empower the client.
- Adaptability: Stay informed about industry trends, market changes, and financial regulations, and adjust strategies as needed to align with evolving goals and market conditions.
- Collaboration: Work collaboratively with other team members to ensure a coordinated approach to the client's financial well-being.
Qualifications:
- Educational Background: Ideally a master’s level degree in finance, economics, business, or a related field.
- Experience: Previous experience in financial research or administrative support. Certification or coursework related to financial planning is a plus.
- Detail-oriented: Strong attention to detail with excellent organizational and time-management skills.
- Communication: Exceptional interpersonal and communication skills to convey complex financial information clearly.
- Analytical Skills: Ability to analyze financial data and present findings in a comprehensible manner.
Terms:
- Hourly Rate: £10-11 GBP per hour.
- Position Type: Casual.
- Work Schedule: Flexible hours.
- Work Arrangement: Mostly remote.
Key Responsibilities
Services
- Support to remain independent
Please apply by clicking above or at ukcil.com