Job Description
Job description
Purpose
Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support.
Responsibilities
Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bonds, and specialist tax-efficient investments such as Business Relief, EIS and VCTs. Technical research and analysis of clients existing products and investments, with findings to be presented in a detailed advice report. Work collaboratively with the financial planners to create bespoke planning solutions for new and existing clients. Discuss client objectives with financial planners, identifying where further necessary client information is required, to prepare robust advice reports. Draft research documents to explain complex technical issues in a simple manner. Assi...
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