Technical Analyst

Posted 1 week ago by REED Insurance Easy Apply Featured
My client has been a well-established firm for almost 2 decades and are one of the longest established, as well as one of the largest, independent financial planning firms in the UK. They have built their reputation based on the quality of service and impartial advice provided.

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

Your responsibilities:

-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

Experience required:

-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

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34842024

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