Technical Analyst - National IFA Firm
They are looking to recruit a TECHNICAL ANALYST to join their successful expanding team.
o Product research – e.g. EIS/VCT, pension transfer research etc.
Source alternative products if appropriate
o Ad hoc research on the following
Annual Allowance calculations
Lifetime Allowance calculations
Final Salary pension calculations
Bond chargeable gains
• Possess 5 years recent industry experience
• Possess strong knowledge of pensions, investments, tax efficient savings and protection related products and services
• Possess sound understanding of fund research and demonstrate desire to keep abreast of industry regulations and change
• Hold the Diploma in Financial Planning (or equivalent) or be making good progress to obtain the qualification
• Have previous para planning experience
Reed Specialist Recruitment Limited is an employment agency and employment business
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