Job Description

This long-established firm has an expanding client base and requires an additional helping hand to balance the oncoming workload.
So, what will you need?
You will have worked within a fast paced and challenging Personal Accountancy or Wealth / Investment Management business and be able to collate and communicate research information regarding valuation updates directly with clients.
This will be an analytical position, so experience from the Financial industry and especially from a  Pensions Transfer Admin is key for the role as you will need to understand the client costings involved, making changes, and updating investment plans.

Required Knowledge, Skills, and Abilities