|Other:||Basic of up to £45,000 + Bonus + Benefits + Free Parking|
Basic of up to £45,000 + Bonus + Benefits + Free Parking
The opportunity to join a young, friendly and ambitious team to work along side highly qualified and motivated Chartered Financial Planners.
Main Duties to include:
•Writing client suitability reports and ensuring that Report Templates are up-to-date.
•Performing pension switching analysis.
•Performing analysis on a client’s investment portfolio.
•Overseeing administrator’s workflow and liaising with administrator to manage the team’s tasks.
•Liaising with clients throughout the advice process and helping to manage the client relationship.
•Liaising with the Chartered Financial Planner and Administration team to ensure that work is completed to enable the client to achieve their goals and objectives.
•Performing Lifetime Allowance checks, Lifetime Allowance Analysis, Carry Forward Analysis.
•Ensuring clear audit trail throughout the advice process so that any file reviews are passed.
•Designing processes and circulating amongst staff.
•To carry out fund research.
Executive Search enables many companies to recruit staff without ever having to advertise appointments and inform their competitors of changes or developments within their organisation. Are you looking for an outstanding opportunity to further your skills in the financial services sector? Registering as a candidate with Paul Harper Search gives you the opportunity to be considered for roles you will never see advertised.
Our consultancy supports companies across the financial services sector to find top level executive and director level people to help them develop their business. If you are a high level executive looking for new challenges and opportunities Paul Harper Search is the obvious consultancy to register with.
We will also only contact you if your profile matches that of our client's role. You won't need to monitor the recruitment pages as you will only be contacted about roles which our highly skilled recruitment professionals have identified as matching your skills, experiences and aspirations.
If you have never registered with an executive search firm before, please look around the site to learn more about the process of executive search for both clients and candidates. Paul Harper Search is one of the most highly respected executive search firms within the financial services sector. If you are looking for an outstanding opportunity in financial services we recruit for roles across the UK.