Investment Research Supervisor

Bell Cornwall Recruitment
17 Sep 2019
30 Sep 2019
Job Type
Contract Type


Investment Team Supervisor


Salary Competitive

Bell Cornwall recruitment are delighted to present a role within a leading financial service company, as a Research Team Supervisor based in Bromsgrove.

We are looking for an individual who has completed their Financial Planning Diploma Level 4 as well as in depth knowledge and experience of the investment product market.

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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(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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