£60000 - £100000 Per year
Financial Analyst
Permanent,Full-time
Job Description
- Maintain an develop strong relationships with an existing client bank
- Network and develop a networkto develop a strong client following
- Maintain an up to date technical knowledge of pensions, investments, tax and related matters through continuous CPD
- To perform annual review of existing clients
- Increasing the national profile of the company offering to the wider business and professional community.
Required Knowledge, Skills, and Abilities
- Level 4 Diploma qualified (preferably Chartered)
- Current CAS / SPS
- 3+ years financial planning experience
- Excellent oral and written communication skills
- Adaptable, organised with a commercial approach
- Ability to exercise judgement and work without close supervision
- Ability to proactively manage existing client relationships and to develop new relationships
- Ability to bring business opportunities to the attention of the appropriate member of the management team.
Reference no: 92380