30000.00 - 43000.00 GBP Annual + GBP30000 - GBP43000/annum
20 Apr 2017
26 Apr 2017
Contract Type
Full Time

Huntress are seeking a Financial Services professional with pensions experience on behalf of our ambitious and expanding organisation based in Epsom. The postholder will be responsible for supporting Financial Planners in creation of advice reports and technical assistance. Whilst liaising with the administration team to ensure the highest level of service is delivered to clients at all times.

Duties Include

* Producing detailed and structured financial planning reports based upon the needs and requirements of clients
* Drafting bespoke technical reports and letters to meet clients needs within the pension and investment marketplace
* Liaising with advisers based in UK and overseas to ensure cases are completed within agreed SLA's whilst adhering to FCA requirements at all times
* Organising workflow and ensuring team are aware of changes to requirements
* Producing cashflow modelling, product research and investment analysis
* Use the TVAS to analyse feasibility and benefits of pension transfers

Experience Required:

* Level 4 - Diploma of Financial Planning (or close to)
* Paraplanning experience within the UK IFA market
* Knowledge of the Pension Transfer process
* Technical report writing skills
* Excellent telephone manner, confident and personable
* Strong attention to detail and accuracy
* Enthusiasm to work for an expanding and successful organisation
* Must live locally to Epsom

This is a not to miss opportunity to join a successful and expanding organisation; who pride themselves of client service whilst having a close-knit and friendly team. Our client in return offers an excellent benefits package and competitive salary, apply now to hear more!

Huntress does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Huntress acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK

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