Technical Analyst (Paraplanner) – Norwich

The opportunity:

The role of a Technical Analyst has recently become available due to the continued expansion of the Operations team. We are a dynamic and organically expanding firm with big ambitions, this opportunity would suit an individual who would like to join us on this journey.

Responsibilities of the Technical Analyst:

  • Drafting suitability reports for new business
  • Ongoing suitability assessment and report
  • Investment / Fund Research
  • Investment Analysis
  • Communicating with Clients and answering technical queries
  • Withdrawal / Bed & ISA suitability reports
  • Webinars/Seminars as required
  • Cashflow modelling
  • Rebalancing portfolios and associated tasks
  • Pension switching analysis
  • Preparing implementation packs
  • Tax wrapper analysis

Skills & experience required for the Technical Analyst role:

Training will be given but the following are highly desirable:

  • Good standard of education particularly in Maths and English.
  • Previous success and experience in a Technical Analyst / Paraplanning role
  • Excellent communication skills, both written and verbal
  • Excellent analytical skills
  • Diploma in Financial Planning or equivalent or well on the way to achieving Diploma

 

What Brancaster House can offer the successful Technical Analyst:

A competitive remuneration package including company pension scheme plus holiday loyalty scheme. We also offer a prime city centre location, regular social and team building events and impromptu performance awards.

Interested? Get in touch

Please attach your CV:


Subscribe to our Mailing List