|Location: NEWCASTLE UPON TYNE, TYNE AND WEAR||Salary: Salary Negotiable|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: 1|
|Posted: 5 months ago||Reference: 3041914|
The role will involve providing technical support throughout the advice cycle. You will work alongside the Wealth Managers to create personal financial planning reports for clients, and prepare recommendations through complex report writing.
The ideal candidate will:
• Ideally you will hold Diploma Level 4 you will also be assisted to complete level 6 Chartered
• It is essential that you have experience in a similar position.
• You will have good technical financial knowledge and an understanding of personal taxation.
• Experience with HNW clients.
• Experience of complex report writing and conducting whole of the market product research.
• A high level of analytical capability.
• Ability to conduct research for appropriate providers and investments.
• Ability to use technical financial planning tools, financial modelling and back office software.
Please apply online or Call Naheed at Reed Insurance Office on 0113 236 8957
30000.00 - 40000.00 GBP Per Annum
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