Job Information

Ideally you will have attained Diploma level in Financial Services. You will be responsible for producing suitability reports and must have knowledge of pensions and investments and have knowledge of FE Analytics and Intelligent Office.   

This is a great opportunity, working in a dynamic environment where you will be provided with any necessary training.

Duties to Include

-          Preparing Cashflow Models and Annuity Quotes for Paraplanner to include in Suitability Reports, using software such as CashCalc and Iress.

-          Producing Research Reports using Aequos and Selecta Pension.

-          Analysis of existing and recommended investment strategies to include in Suitability Reports.

-          Preparing and sending client Income Drawdown Review Reports.

-          Telephoning companies for existing product details

-          Answering the telephone and handling queries or ensuring they are dealt with by the appropriate person

-          Other General Administration

-          Building strong working relationships with clients and colleagues.