**Senior/Technical IFA Administrator**

Recruiter
Reed Insurance
Location
Birmingham
Salary
25000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time
My client has been an established firm since 1989. Their reputation for offering professional, impartial financial advice to companies, individuals and partnerships has grown steadily. This is due in no small part to the impressive results which they consistently achieve for their clients.

Situated in the heart of central Birmingham, their office could be described as very modern, vibrant and friendly.

MAIN DUTIES:

o Product research – e.g. EIS/VCT, pension transfer research etc.
? Source alternative products if appropriate

o Ad hoc research on the following
? Annual Allowance calculations
? Lifetime Allowance calculations
? CGT calculations
? Final Salary pension calculations
? Bond chargeable gains

Experience required:

• Possess recent industry experience

• Possess strong knowledge of pensions, investments, tax efficient savings and protection related products and services

• Possess sound understanding of fund research and demonstrate desire to keep abreast of industry regulations and change

• Hold the Diploma in Financial Planning (or equivalent) or be making good progress to obtain the qualification

• Have previous para planning experience

Reed Specialist Recruitment Limited is an employment agency and employment business