Salary £30,000 - £35,000 per annumFULL_TIME
Consultant Kayte Short
Date posted 25 October 2018 2018-10-252018-12-24 financial-services UK
An excellent opportunity is available with a most respected business with a base in Birmingham city centre for a Paraplanner/Technical Analyst to ensure provision of the highest quality research support to the sales function and clients.
You will work as part of a close working support team, to ensure national and regional objectives are achieved for this business with a spread across the UK.
Liaise closely with Consultant to gather all required research for production of Client Written Advice following review, for a fully holistic financial planning service
Working in a client facing team (three or more advisers), serving clients and assisting with the creation of financial planning report in order to meet the client requirements
Gather and provide product, platform and fund research
Prepare complex research, such as Annual & Life Time Allowance, CGT, Defined Benefit Transfers and Bond chargeable gains calculations
Draft and co-ordinate technical documents and research for client presentations
The Paraplanner/Technical Analyst will possess excellent experience working in a technical or paraplanning role and possess strong knowledge of pensions, investments, tax efficient savings and protection related products and services. You will hold at least the Diploma in Financial Planning (or equivalent) and possess experience of working in financial services in a financial planning, research or technical capacity.
This is an excellent opportunity in the Midlands region, with a growing and expanding business. Please apply now or for further information contact Kayte Short at firstname.lastname@example.org