Research Team Supervisor

Recruiter
Bell Cornwall
Location
Bromsgrove, Worcestershire
Salary
Competitive
Posted
17 Aug 2019
Closes
13 Sep 2019
Ref
1236829495
Contract Type
Full Time
Bell Cornwall recruitment are delighted to present a role within a leading financial service company, as a Research Team Supervisor:

The Duties:
  • To identify training for team members and to process any issues/improvements for investigation.
  • To handle the line management responsibilities and provide support and coaching to team members when needed.
  • To both prepare and communicate both bespoke investment and complex financial planning reports within set SLA guidelines.
  • Actively participate in delivering in depth financial research and firm research projects within set deadlines and targeted SLAs.
  • To develop up to date understanding of legislation, technical/product information, financial planning concepts and possess a thorough understanding of the firms advice guidance.
  • Tax and other financial calculations when required
  • Analysing and preparing financial data for management reporting meetings

The Requirements:
  • Diploma in Financial Planning - essential
  • Previous experience within an IFA financial services environment
  • Excellent interpersonal and communication skills
  • A keen eye for detail with a high level of accuracy and attention
  • Previous experience managing a team

Interested? Please click the 'APPLY' button now!

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BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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This job was originally posted as www.totaljobs.com/job/87629816

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