Investment Research Professional
2 days ago
As a Paraplanning Technical Expert at Oval Recruit, you will play a vital role in supporting our Advisors in delivering tailored client solutions.
About the CompanyOval Recruit is a reputable Financial Advisory practice with a strong reputation for providing exceptional service to clients.
Our team is friendly and stable, working in a professional office environment.
Job DescriptionThis key role will include:
- Conducting comprehensive fund research and analysis.
- Preparing detailed Financial Planning reports for Advisors.
- Continuously developing knowledge of investment solutions, including pensions, IHT, estate, and tax planning.
Estimated Salary: £40,000 per annum.
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