C £45000 - £50000 + Bonus/Benefits
Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. Conducting research based on meeting clients financial needs and objectives
Understanding investment portfolio analysis
Compiling investment/pension/protection illustrations and documentation
Supporting with ad hoc projects and tasks where required
Using research tools / systems to complete detailed analysis – FE Analytics
Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
The ability to interpret complex planning into clear and concise reports
Competent using and presenting with FE Analytics and Voyant software