109 High Street, Thame, Oxfordshire, OX9 3DZ

Monday-Friday, 9.00-17.30

Insight Consultant (wealth management)

Salary: Negotiable, Permanent, Haddenham, Job Ref: 18373
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Insight Consultant (Wealth Management) - Haddenham - 40K to 55K DOE Are you seeking your next career move? Would you like to work for a successful, growing company who truly value and nurture their staff? If so, this may be the role for you. My client based in Haddenham are seeking a skilled and knowledgeable person to join their Wealth Management team as an Insight Consultant. As an Insight Consultant you will work within a team of specialists to manage the structure and content of data tables, develop methodologies for ratings, conduct data analysis for panel research and write content for articles, publications and their website. Your main focus will be on pension and investment products, including platforms, but it would be helpful if you could also offer support on life and protection products. The successful Insight Consultant will have the following: Diploma in Financial Planning or equivalent level 4 qualification; Significant experience within the UK financial services industry; Strong understanding of the wealth management market; Detailed up to date technical knowledge of pension and investment products and platforms; Good understanding of how products and services in the wealth sector are distributed; Ideally degree educated; Excellent data analysis, interpretation and critical thinking skills; High level of IT literacy including intermediate/advanced level Excel; Excellent writing, presentation and influencing skills; Ability to build strong relationships; Strong consulting and project delivery skills. Working hours - Monday to Friday 9am to 5.30pm with one hour for lunch. 25 days holiday. Salary 40K to 55K dependent on skills and experience, plus excellent benefits. Insight Consultant
   or call Jane Watkinson on 01844 211796
Job first posted: 14/08/2019
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