Report Writer / Para Planner, Investment Management
Full job description
Alexander Lort
Salary: £48,000 – £60,000 per year
Our client is a growing global private client investment manager. They manage investment portfolios for HNW individuals. Due to growth, they are keen to appoint a report writer to their Financial analyst team.
Duties will include: technical reports to clients that have investment bonds and assets within personal retirement plans, and experience of investment taxation and structure suitability. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients and prospects.
Principal Accountabilities:
Review prospective clients’ existing pension and investment bond arrangements to determine whether a transfer is suitable.
Review and assess the ability of the company to manage within existing pension or investment bond structures.
Provide direct communication of Financial Planning advice to prospective and/or existing clients.
Candidate Specification:
University Graduate or equivalent combination of education/experience
Must have pension transfer experience
Level 4 Qualification – CII Diploma in Financial Planning/ Regulated Financial Planning – essential.
Extremely attentive to detail
Quantitative in nature
Highly self-motivated
Ability to work in a dynamic team environment.
Very strong understanding of Financial Planning principles
Excellent oral and written communication skills
Our client will provide a basic salary discretionary bonus, pension and health insurance,
To apply for this job please visit definitejobs.co.uk.