Job Description

• Technical support to our Adviser Team
• Research the most suitable product and tax wrapper
• Write suitability letter reports for investment, pension, protection and inheritance tax cases
• Respond to technical client queries relating to trusts defined benefit pensions and tax

Required Knowledge, Skills, and Abilities

In order to be considered for this unique opportunity, candidates need to have -

• Level 4 Diploma qualified or working towards this
• Previous experience within a fast-paced IFA Practice
• High level of analytical capability and good communication skills