They are currently recruiting for a Technical Analyst to join their successful and expanding team.
If you are interested in this position, please call me on 01179 304820 or e-mail me at Katie.Mihaylov@reedglobal.com
-To conduct product research, such as EIS/VCT research, pension transfer research etc.
-Should it be necessary, sourcing alternative products
-Ad-hoc research on Lifetime allowance calculations, annual allowance calculations, CGT calculations, Final Salary pension calculations and Bond chargeable gains
-Conducting general research, ensuring advice is ready for Client Written Advice e.g.
-Completing company overall research spreadsheet
-Specific product research e.g. SIPPS, Offshore bonds etc.
-To source alternative funds if appropriate
-Utilising FE Analytics to analyse and re-balance risk profile and asset allocations
-Level 4 Diploma or equivalent
-To possess 5 years recent industry experience
-To have strong knowledge of pensions, investments, tax efficient savings and protection related products and services
-Sound understanding of fund research and demonstrate desire to keep abreast of industry regulations and change
-Previous Paraplanning experience
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