Financial Analyst - Northwest London - £25,000-£30,000 Financial Analyst - Northwest London -  …

Holmes Search
in Gerrards Cross, England, Vereinigtes Königreich
Festanstellung, Vollzeit
Letzte Bewerbung, 25 Nov 20
25,000-30,000
Holmes Search
in Gerrards Cross, England, Vereinigtes Königreich
Festanstellung, Vollzeit
Letzte Bewerbung, 25 Nov 20
25,000-30,000
Gepostet von:
Duncan Tout • Recruitment Consultant
Gepostet von:
Duncan Tout
Recruitment Consultant
Our client are looking for a financial advisor to join their boutique wealth management firm based in North-West London but looking to move into central London over the next 12 months

KEY RESPONSIBILITIES:

  • Production of client portfolio snapshots and presentations.
  • Production of adhoc research pieces.
  • Managing daily cash balances via cash sweeps.
  • Trade calculations when requested.
  • Understanding client portfolios both from an allocation and positional perspective.
  • Ensure a good understanding of markets.
  • Provide weekly performance numbers and portfolio updates for all portfolios.
  • Provide market updates to the financial team.

 

SKILLS/QUALIFICATIONS:

  • A graduate with an appropriate degree (economics or maths) and/or can demonstrate a keen interest in financial markets.
  • Excellent analytical skills and has attention to detail. Competent with Excel is a plus. 
  • Ability to communicate clearly, collaborative and a team player.
  • Flexible approach to working whilst managing priorities and meeting deadlines.

SALARY/BENEFITS

  • £25-30,000 starting salary with discretionary bonus.
  • Hours – 8am to 6pm.
  • 3 month probationary period.

Benefits - pension, private health care, life cover.

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