Associate Analyst, Paraplanner

Job Summary

• UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational).
• UK Investments (ISAs, Bonds, Collectives, VCT, EIS).
• UK Protection products (LTA, PHI, GLA, PMI).
• UK Taxation (IHT, Corporate, Personal).

Candidate Requirements

• Preferably have 1-2 years experience of the UK financial services market to include UK pensions, investments and protection products
• I.T. literate and ideally have some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation (although training will be provided)
• Preferably have paraplanning experience within the UK market
• Are motivated for a career within the financial services industry
• Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude
• Have a keen eye for detail and a solid grasp of UK grammar
• Can speak clear and fluent English
• Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently
• Are willing to keep up to date with UK based technical, taxation, legislation, product and provider changes

Responsibilities

• Collation (via email/telephone) of UK pension and investment product data for analysis
• Preparation of product research to support financial recommendations
• Compile client facing research summary document to include the accurate presentation of data
• New business document preparation
• Financial report preparation
• Business submission via online portals
• Updating workflow management systems
• Other duties as assigned

Career Opportunity

• RO1 Financial services, regulation, and ethics
• RO2 Investment principles and risk
• RO3 Personal Taxation
• RO4 Pensions and retirement planning
• RO5 Financial protection
• RO6 Financial planning practice

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.