Financial research jobs in Wakefield

Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits We ... research on behalf of Wealth Planner maximising output from the existing client bank, and ...

Global Sector Senior Research Manager Border to Coast Leeds (Hybrid) Border to Coast is one of the ... financial analysis. * Keen interest in, and understanding of, investment markets, as well as an ...

Conduct competitor analysis and market research to inform strategic decisions and identify growth ... Identify financial risks to the business plan and mitigate these where possible. The successful ...

To assist in the development of new modules and research * To keep up to date on changing ... Broad retail financial services knowledge, especially UK pensions, including: defined benefit ...

This means we concentrate on holistic financial planning (pension, protection, investment and ... We have no contingent relationships with funds or providers and use metric-based research to ensure ...

Fin Search are recruiting a newly created permanent Graduate Financial Services opportunity for a ... researching new clients, identifying new business opportunities, generating reports whilst ...

Independent Financial Adviser - Leeds Salary: £45,000 - £60,000 + Bonus and Benefits Working ... Research and Recommendation: Analyse gathered information and conduct thorough research to ...

... and financial plans for the company based on research and trends * Review actual versus plan regularly to identify opportunities to improve EBITDA * Carry out due diligence of prospect business ...

Assisting with the daily underwriting and processing of commercial and residential risks Reviewing and summarising files to gather pertinent case information Conducting legal research and handling ...

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning ... Obtain relevant research relating to proposed advice; * Compile suitability letters based on the ...

... the Finance Director. This is a full time and permanent role, and offers hybrid working. Client ... Project management and research which will include managing assigned projects relating to team ...

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

Preparing financial statements to support the development of clients' financial strategies. * Carry out research and analyse products and services that are appropriate to each client's financial ...

Act as a 'point of contact' within the office for nominated Financial Planners. * Preparing and maintaining client files and preparing compliant suitability reports. * Conducting research on client ...

Financial Advice Location: Leeds Salary: £65,000 Job Ref: 9135 Job Description: Paraplanning ... research services to their Private Client Advisers. You will work closely with the Operations ...

... financial advisers who are now actively recruiting for an Administrator to join their growing ... To research technical queries relating to corporate risk products * Keeping up to date with issues ...

Experience of report writing and conducting investment and product market research. * Technically proficient across all areas of financial planning, especially pensions. * Ability to use technical ...

... financial data, personal information of students and staff, and sensitive research data. * Ensure full compliance with Scottish and UK data protection laws, as well as adherence to specific ...

... research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include: * Checking of Fact Find ...

... technical research services to their team of IFA's. The Role * To train, manage, develop and ... To possess an in-depth awareness and technical knowledge of Financial Services products and ...

Interaction are excited to be working with a leading Market Research business in the Leeds area ... Commercials, proposals and financials * Team leader, key coach and role model The successful ...

These roles offer the opportunity of a long term career in Financial Services working as a fully ... find and researching lenders affordability and criteria, utilising your excellent sales and ...

Produce technical presentations with the support of formulation and research teams * Oversee the financial performance (P&L) of the business unit, monitor expenses, manage budgets, and optimise ...

Carrying out market research to locate and qualify new prospects and completing sales analysis and ... Experience within Invoice Finance, Credit Insurance, Business Finance, Asset Finance, Financial ...