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Technical Analyst - National IFA Firm

Technical Analyst - National IFA Firm

Posted 25 May by REED Insurance Ended
My client has been an established firm since 1989. Their reputation for offering professional, impartial financial advice to companies, individuals and partnerships has grown steadily. This is due in no small part to the impressive results which we consistently achieve for their clients.

They are looking to recruit a TECHNICAL ANALYST to join their successful expanding team.

MAIN DUTIES:

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
 CGT calculations
 Final Salary pension calculations
 Bond chargeable gains

Experience required:

• 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

Reference: 34135447

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