- Bristol, South West
- Posted 1st May 2018
- £35000.00 - £50000 per Annum
- Ref: CM/30856
The successful candidate will have the following experience, skills and attributes:
Dip PFS or equivalent and working towards Chartered status
A sound knowledge of Investments, Pensions & IHT Planning
Knowledge and understanding of Centralised Investment Propositions
Previous experience in a similar role
Excellent IT office skills including Word, Powerpoint and Excel
Excellent communications skills
Experience of Cashflow modelling Software e.g.: Voyant and Cashcalc
Experience of using research tools such as FE Anayltics, Morning Star & Selectapension
Knowledge of Trusts
Our client offers a fantastic place to work in the Bristol with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.
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