**PA to IFA Wanted**

Recruiter
Reed Insurance
Location
Wolverhampton
Salary
27000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time
My client is an established Independent Financial Advisor with ultra high networth clients on their portfolio. They specialise in providing competitive advice across Pensions, Investments, IHT, Tax Planning, Life products and Protection policies.

The Financial Report Writer will be responsible for completing the following duties:

1 Prepare Financial, Investment and Inheritance Tax Reports for Client Meetings.

2 Undertake a Pension Analysis utilising the Selecta Pension software to undertake a comparison of pension funds.

3 Apply to Life & Pensions Offices for information that will enable a Pension and Investment Analysis to be undertaken.

4 Have knowledge of FE Analytics and undertake research on investment fund performance and chart fund comparison graphs.

5 Undertake Inheritance Tax calculations and Capital Gains Tax Calculations.

6 Calculate Net Income.

7 Undertake chargeable gain calculations on Onshore/Offshore bond encashments.

8 Prepare quarterly review reports, compiling Investment/Pension Quarterly Reports for clients, outlining changes to their investment strategies during the previous quarter, and outlining any proposed changes.

9 Completing Key Risk Indicator Report for Compliance Director.

10 Deal with client queries in the event of the Managing Director/Senior IFA not being available, and the Work Based Pension IFA not being present.

11 Answer and deal with any Work Based Pension queries in the event of the Work Based Pension IFA not being available.

Experience needed:

You will need to demonstrate you are capable of dealing with high volumes of client enquiries
Good report writing skills
Proficient in conducting Research via multiple tools
An excellent degree of communication
Good telephone skills

Reed Specialist Recruitment Limited is an employment agency and employment business