30,000 - 35,000
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- Creating financial planning reports
- Providing the research to meet the needs of HNW clients
- Comprehensive analysis of products, providers, platforms, and funds
- Preparing complex calculations and research (IHT calculations, Capital Gains Tax, Annual & Lifetime Allowance) and much more
- Preparing cash flow forecasts
- Realigning and client’s risk profile and much more
- Salary up to £35,000 (salary negotiable dependent on skills and experience)
- 23 days holiday plus bank holidays (with the option to buy more)
- Generous pension contribution
- Death in service
- Plus an additional flexible benefit scheme
- CII Level 4 Qualification (or equivalent)
- High-quality research and report writing support (in an IFA/Wealth Management firm)
- Experience utilizing FE Analytics & Cashflow Modelling
- Ability to plan and organize your work, to work to tight timescales
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.