I am working alongside a reputable Wealth Management firm with a fantastic reputation who are recruiting in their South West office, they pride themselves on their high quality and wholly personalised financial advice.
They are seeking a Technical Assistant to join up with their team, to support the Director.
The firm in question are offering a strong base salary, alongside flexible working arrangements.
Responsibilities:
- Technical support to the Director
- Research the most suitable product and tax wrapper
- Write suitability letter reports for investment, pension, protection and inheritance tax cases
- Respond to technical client queries relating to trusts defined benefit pensions and tax
Skills:
In order to be considered for this unique opportunity, candidates need to have -
- Level 4 Diploma qualified or working towards this
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
If this sounds like the role for you, please apply and we would be happy to discuss the details through with you.