Financial Analyst Birmingham

Our client is a reputable and well established provider of financial advice to high net worth clients. They are currently seeking a financial analyst to join their existing team at their offices near Birmingham airport. In this role you will report directly to one of the company directors and will have responsibility for these main areas – obtaining and comparing investment performance data, answering client queries relating to a variety of investment products, preparing recommendations for clients and investment product research. The role requires the successful applicant to liase directly with clients and attend client meetings with a financial advisor. Naturally the role requires someone who has completed their FPC/Certificate in Financial Planning. You will be expected to progress towards the AFPC qualification. Applicants will be considered if they are currently performing a similar role or if they are in a senior support role and are looking to make the step up.