Financial research jobs in Willenhall

An interest in finance, research, analysis would also be key. Experience of Business Development, managing client relationships or similar would be desirable although not essential. Katie Bard is ...

Researching an approved panel of product providers and providing clients with information on new and existing products and services. * Commercial awareness: keeping up to date with financial products ...

Research technical accounting issues for compliance. * Responsible for the year-end close process. * Ensure quality control over financial transactions and financial reporting. * Manage and comply ...

Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated ... Run Risk Profiler results and assist with research using FE Analytics to support advisers in making ...

Research Associate Empowering finance professionals to work smarter, our client provides world ... Redefining financial performance management, their influential enterprise focuses on benefiting ...

Role: Financial Adviser Location: Birmingham Package: Up to £65,000 Basic Salary + Bonus ... You must also be able to research, analyse, and interpret a diverse range of information. * You ...

Guarantee the accuracy and integrity of financial statements and supporting records. * Own and ... Prepare tax disclosures and collaborate with external advisors to submit tax returns and R&D claims

Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management * Undertake accurate ...

Obtaining quotations using research tools * Preparation of reports and assistance with preparation ... Financial.

Develop budgets based on research and data, and monitor overall expenditure * Create monthly and annual reports to identify results, trends, and financial forecasts * Continually review financial ...

Support with R&D tax relief projects * Ad hoc support to colleagues in the finance department The ideal candidate will be minimum AAT Qualified and/or studying towards a recognised accounting ...

Obtaining life, investment and pension quotations using research tools * Presenting quotations to ... Experience within the Financial Services industry essential, ideally 2/3 years within an financial ...

Transaction Support Preparation of Financial Due Diligence reports in respect of: * Corporate ... Researching, preparing and supporting presentations/sales pitches for new business * Liaising with ...

... and past financial data and performance. * Analyse processes to identify gaps that can improve profit margins. * Study industry-specific research and available data to predict trends. * Create ...

... researching and analysing the financial information of the company to assist in making well informed decisions by writing reports and monitoring financial movements. You need to be an excellent ...

Answering queries by researching and interpreting financial data. * Offering general support across the finance team. Profile The successful candidate should have: * 1-2 years of experience gained ...

You will support the business by designing, prototyping, researching, and owning the development of significantly improved UX / customer journey designs for consumer finance products. Lead UX design ...

Legal Research: Conduct legal research on commercial property law, regulations, and industry trends ... Support financial administration tasks related to commercial properties, including processing ...

Conduct fund research and analysis using tools like FE Analytics to support Financial Planner recommendations. * Maintain updated suitability report templates and due diligence research on funds ...

... Financial Planner where needed. " Prepare analysis of client's existing portfolio / holdings for client meetings and updates. " Conducting research and quotations for client meetings. " Submit a ...

Carry out research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management * Prepare client centric suitability reports ...

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

... 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 ...

Conduct fund research and analysis to support Financial Planner recommendations. * Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes. * Manage ...