16 Dec 2016

Permanent Financial Planning Analyst – London

Alexander Lort – Posted by Alexander LortLondon, England, United Kingdom

Job Description

Our client is the UK subsidiary of an American privately owned, private client investment management business; they manage investment portfolios  between £250K & £2.5 million on average.

We are seeking a talented Financial Planning Analyst to join our client’s rapidly growing team. The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension transfers, bond surrenders, investment taxation and structure suitability. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients and prospects.

Principal Accountabilities:

Review prospective clients’ existing pension and investment bond arrangements to determine whether a transfer is suitable.
Review and assess the ability of the company to manage within existing pension or investment bond structures.
Provide direct communication of Financial Planning advice to prospective and/or existing clients.

Candidate Specification:

University Graduate or equivalent combination of education/experience
Level 4 Qualification – CII Diploma in Financial Planning/ Regulated Financial Planning preferable.
Ability to speak French or another European language is a plus.
Extremely attentive to detail
Quantitative in nature
Highly self-motivated
Ability to work in a dynamic team environment.
Very strong understanding of Financial Planning principles
Excellent oral and written communication skills
Required skills & expertise:

How to Apply

Please forward your cv to enquiries@alexander-lort.com Senior Consultant, Financial Services Sigma House 6-8 Garden Street,Tunbridge wells, Kent TN1 2XB tele 01892 529998

Job Categories: compliance. Job Types: Permanent. Salary: 40,000 - 60,000. Job expires in Endless.

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