Trust DFM has been formed by Wills & Trusts IFP Ltd, an Independent Financial Planning firm with more than 25 years of experience in advising and investing for our clients. We provide solutions to Independent Financial Advisers (IFAs) who want to offer their clients an independent, compliant and robust investment service, but struggle to find a provider who supports and adds to the value of the IFA-Client relationship; we were built by IFAs for IFAs.

We provide a model portfolio service, but unlike a traditional outsourced investment provider, our models are constructed around the investment objectives of the client. This approach is also fully supported to the IFA in a variety of ways, from regular portfolio and market updates which are customisable, to regular business support workshops. We’re here to act as the client’s own investments specialists, leaving IFA’s to focus their energy where it is best used; with their clients.

Trust DFM has grown from strength to strength and we are now looking add an additional Investment Analyst to the team. This is a fantastic time to join the team for someone that really enjoys being able to make an impact and shape the future of the business.

The Role

As Investment Analyst your primary focus will be to support the Investment Manager, Investment Committee and Financial Advisers by conducting research and providing recommendations appropriate to the needs and objectives of the Advanced Investment Strategy, taking into account risk and return potential for each recommendation.

Typical responsibilities will include:

• Supporting with the construction and management of portfolios based on the Advanced Investment Strategy principles
• Performing asset allocation analysis to build asset allocations and calculate risk and return for models
• Performing capital markets fundamental research to assess the fair value of equity, bond and currency markets and assess their relative attractiveness
• Monitoring and researching the portfolio component funds, and potential alternative funds including meeting with fund managers and attending relevant industry events
• Participate in presenting research to the broader investment team and discussions with other team members covering the advantages and disadvantages of an investment strategy and process together with key risks.
• Conducting due diligence on existing and potential investments
• Analysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors
• Drafting and writing research reports for advisers or client use
• Recommending strategy improvements
• Ensuring that all Client requirements are followed through to the appropriate conclusion
• Developing and maintaining relationships with both internal and external stakeholders to help maintain business flow and meet agreed targets
• Promoting the profile of the business within the profession and wider communities
• Continuous professional development to meet regulatory requirements and personal development needs
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

Our ideal applicant will have relevant qualifications from IMC, CFA, CII or CISI, combined with hands-on investment analyst experience, ideally within a large financial services institution. 

Skills required:

• Portfolio Construction; Statistics, Economics, Mathematics, Accounting
• Decision Making, Problem Solving, Analytical Thinking
• Excellent verbal and written communication skills and highly organised

Why work for Wills & Trusts?

We believe we have a fantastic working environment, one where all colleagues opinions are valued and we pride ourselves on looking after the well-being and development of our people. You don’t need to take our word for it though, here are just a few of the awards we’ve received over recent months:

• Investment Week Awards – Fund Manager of the Year – Trailblazer Award July 2019
• Professional Adviser Awards – Best Financial Adviser to Work For 2019
• Financial Adviser Awards – Top 100 IFA’s

Why work for Wills & Trusts?

• Industry recognised – Award Winning Financial Planners (In the past couple of months alone we have been awarded Best Financial Advisor to work for and Top 100 Financial Advisor)
• Above market rate pay
• Free lunch
• Charitable fundraising events
• A dedicated Well-Being Team that organise regular events from massages, night-outs, theatre trips and a variety of other fun activities.