Financial Analyst

Recruiter
RecruitUK
Location
Pontypridd, UK
Salary
Competitive
Posted
23 Aug 2019
Closes
29 Aug 2019
Ref
1224739606
Contract Type
Permanent
Hours
Full-time
Level of qualification
Newly qualified, Qualified
Job Title:
Financial Analyst Industry: Financial Planning

Location:
Pontypridd

Salary:
£20,000-£25,000 Reference Number: 13905 Job Description: Recruit UK are working on an excellent opportunity for a Financial Analyst in Pontypridd to join a Bespoke Financial Planning Practice. Our client is an established firm who are looking to expand their back office to mirror the growth of the business. This firm emphasises the need for trust and professionalism when providing financial advice. This is an exciting opportunity for an experienced financial service professional to get stuck in, working with clients. Role will include, but not limited to:
• Supporting advisors in preparing for client meetings
• Using research tools such as Selecta pensions, Synaptics, FE analytics, Trustnet and Cashflow modelling tools
• Preparing reports/letters for pre-approval by paraplanners/advisors
• Dealing with incoming and outgoing client queries What's in it for you:
• Opportunity to join a growing and successful financial planning company
• Chance to be part of a supportive, fast pace back office team
• A competitive salary of up to £25,000 (depending on experience) Skills and experience required:
• Previous experience in a support role within a regulated Financial Service Environment- Essential
• Knowledge of using back office and research tools including True Potential, Selecta Pension and FE Analytics - Essential
• Financial Planning Qualifications (Level 3) - Desired

Similar jobs

Similar jobs