Alexander Lort
Covent Garden
From £40,000 to £55,000 per annum bonus & benefits
04 Oct 2017
05 Nov 2017
Contract Type
Full Time
Investment management

We are seeking a talented Financial Planning report writer to join our clients’ 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.

Our client is a well- respected private client discretionary investment manager, privately owned and independent multi-billion dollar investment management company. They offer a wide range of wealth management strategies managed for individuals and institutions by devising a bespoke investment plan for each client.

A respected reputation for managing the diverse needs of high net worth individuals across a range of international investment structures and in tax efficient environments are seeking an RDR compliant senior consultant to sell its investment management capabilities to potential investors.

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

• Must have pension transfer experience

• Level 4 Qualification - CII Diploma in Financial Planning/ Regulated Financial Planning - essential.

• 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

40-55k plus bonus benefits lots of scope to progress.

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