Investment Analyst

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Nucleus Financial

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2006

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Nucleus Financial is one of the UK's leading independent groups for investment platforms, products and wealthtech software, and the only large-scale group with a comprehensive range of bespoke platform solutions to meet the evolving needs of advisory and investment management firms of all sizes, as well as their clients. They offer adviser and customer-facing platforms (Nucleus Platform), retirement-focused adviser platform combining technology and pension expertise, a wrap platform (Nucleus Wrap), SIPPs via James Hay and Curtis Banks, enterprise solutions (Third Financial), and wealthtech services (Dunstan Thomas). The group administers £110bn assets under administration, serves 251k customers and ~5. 2k advice firms. Headquarters in Salisbury, UK. They provide digital capability, back-office integrations, regulatory and legal information, and BDM booking for demos. The company focuses on retirement and wealth management solutions for advisers and customers in the UK.

📋 Description

• Onboard, manage, and administer Non-Standard / Specialist investments across the Nucleus group • Conduct thorough due diligence assessments on Non-Standard / Specialist investments and determine acceptability • Make recommendations with detailed rationales to Senior Leadership • Liaise with administration support to finalise asset onboarding and verify accurate title receipt • Act as a contact for escalations and complex technical investment issues • Process client instructions and manage internal and external queries across multiple channels • Assess risks associated with Non-Standard / Specialist investments and alignment with regulatory guidance • Identify departmental risks and escalate concerns to the Technical Team Leader • Produce and use management information reports and board papers to support risk mitigation and accurate record keeping • Create, review, and enhance process guides, key literature, controls, communication templates, and webpages • Support regulatory data requests • Review adjustments to existing or ongoing fees for active and impaired Non-Standard investments • Review Workplace Pension Scheme data, produce investment reports, and take forward actions and customer notifications • Share knowledge and support colleagues across the Technical Investment team and wider business • Build and maintain third-party relationships with suppliers and clients

🎯 Requirements

• Previous experience in the financial services industry, ideally within a SIPP provider • Understanding of the SIPP investment lifecycle and risks inherent with a wide range of investments • Knowledge of different asset classes and their impact on operational processes • Excellent relationship-building skills • Ability to prioritise high-impact work while maintaining attention to detail • Excellent communication skills • Ability to anticipate the needs of colleagues and juggle conflicting priorities • Ability to think laterally and develop new solutions to existing problems • Strong organisation and prioritisation skills • Attention to detail • Ability to manage multiple complex tasks and projects • Ability to work within agreed timeframes, KPIs, service standards, and regulatory reporting requirements

🏖️ Benefits

• Non-contributory pension • Bonus • Enhanced parental leave • Paid time off for emergencies • Health and wellbeing initiatives • Flexible working options • Cultural contribution valued above technical ability • Rewarding and enjoyable work environment