Wealth Analyst
5 days ago
My client based in Liverpool is looking to recruit Wealth Analysts, working full time out of their modern City Centre office. The working hours can be flexible working a 35 hour week between the hours of 8am to 6pm to suit.
The role of a Wealth Analyst is to provide comprehensive support to a team of advisors who provide strategic asset allocation advice to private customers and the core responsibilities include
- Provide administrative support to analysts and advisors
- Assist in ensuring all client information and facts are up to date for analysis review to be undertaken
- Provide support in the analysis and reviewing of transferring pension schemes, income draindown and phased retirement plans
- Prepare client investment and pension planning reports, completion and reallocation letters
- Ensure all paperwork is compliant within company and FCA guidelines
- Develop and maintain technical and industry knowledge
Skills/ experience include
- Thorough approach to work, with good attention to detail
- Able to demonstrate strong organisational skills
- Strong written and verbal communication skills
- Be able to work to deadlines and have proven time management
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