Financial research jobs in Caerphilly

Chartered Financial Planners * Chartered Wealth Managers * We manage funds of around half a billion ... We carry out all of our own investment research in-house * We create bespoke portfolios based on ...

Are you a Management/ Financial Accountant looking to join a business that can support you in ... Calculate monthly R&D capitalization and prepare annual information for R&D Claim. * Issue monthly ...

Proactive and enthusiastic about keeping up-to-date with the latest technologies and researching ... Contribute to the safety and security of our customers by preventing financial crimes

Interpret complex financial information and provide updates and information as needed. * Monitor and interpret cash flows and predict future trends. * Research and report on factors influencing ...

Conducting extensive research on companies, industries, and market trends to identify potential investment opportunities. Analysing financial statements, earnings releases, and other relevant ...

Working closely alongside the Financial Planners, you will play a crucial role in providing technical expertise and research support to ensure the delivery of high-quality financial advice

This pivotal role involves providing crucial technical and research support to our Financial Planners, enabling the seamless delivery of tailored advice to our valued clients. If you are passionate ...

Financial Analysis: Unleash your analytical prowess as you conduct comprehensive financial analyses, from company valuation to financial modelling and industry research. Your insights will drive ...

Translate the Financial Planners meeting notes into actionable instructions. * Unravel the data ... Dive into data from clients and providers, leveraging research tools to craft bespoke solutions ...

... financial statement analysis, and risk assessment, to support investment decisions and strategic recommendations. Market Research: Conduct thorough market research to identify potential investment ...

Conduct research: Collaborate with senior investment managers to analyse market trends, economic indicators, and company financials to identify investment opportunities. Build investment portfolios ...

Team - Debt Finance * Salary - Competitive (plus excellent benefits) * Location - Cardiff | Hybrid ... Experience of carrying out research tasks, investigations/searches of documents. * Excellent ...

Conduct research on ESG-related topics, such as climate change, diversity and inclusion, supply ... Bachelor's degree in a relevant field such as finance, economics, environmental studies, or ...

Planning and creating content strategies - market research, competitor SEO analysis, launching and ... Financial Services.

Build strong relationships with clients and understand their financial goals. * Research and recommend suitable mortgage products from a panel of lenders. * Prepare and submit mortgage applications ...

... financial security for their tomorrow, and protect everything that's important to them. To better ... Researching , planning , designing and creating engaging, innovative and informing learning ...

Continuous research and updating own knowledge with the ever-changing regulations and applying ... and financial control. * To comply with Health and Safety at Work Act and CDM Regulations. * To ...

A small, well-established Independent Financial Adviser (IFA) business seeking a dedicated ... Product Research: Conducting detailed product research using a range of industry software for ...

Join our R&D department to develop, scale, and deploy our software to financial institutions worldwide. Backbase is a software company that builds SDKs and libraries for the FinTech domain; Let ...

This role would be well suited to a graduate with a degree in a subject like Finance or Business ... Conduct market research to identify potential new clients and business opportunities. * Maintain ...

Conduct initial consultations with clients to understand their financial needs and goals. * Assist in researching and recommending suitable mortgage products. * Liaise with lenders, solicitors, and ...

... financially astute and work with the team leader to help monitor fee expenditure, resources and work delivered. * Looking at new ways of working and taking time out for innovation and research ...

... estate finance, property/portfolio management work, and the property aspects of corporate ... research, reviewing conveyancing searches and planning documentation, raising enquiries with third ...

... commit to research on topics to gain full understanding and development. KEY DUTIES AND ... Desirable Criteria • Previous experience in a large, financial services organisation. • ...