Investment and Pension Specialist
A leading provider of wealth management and financial advisory services based in Belfast are looking for an Investment and pension specialist for a maternity contract. Offering a broad range of services to private clients, small businesses, and institutional investors, they organise activities around five interrelated business areas - Capital Markets, Corporate Finance, Private Clients, Asset Management and Research.
Their Private Clients division works with individuals, charities and companies to meet their wealth management needs. Long-term capital growth and preservation of wealth are at the core of our client offering. The Northern Ireland office provides a comprehensive wealth management service to a broad range of clients across the region. An opportunity has arisen for a UK Investment Pensions Specialist to join the Northern Office on a Fixed Term Contract to cover a period of maternity leave. The successful candidate will be based in the Northern Ireland Office and will work closely with the existing Portfolio Management and Investment teams.
This role will involve tailoring investment opportunities sourced by the company for their Northern Ireland UK clients. This will involve researching and implementing the most appropriate investment structures through which UK clients should hold their investments – as directed by the financial planning manager. The role requires a detailed understanding of the various investment structures approved by the UK tax authorities. This will include knowledge of self-invested and self-administered pension structures. Knowledge of offshore bonds and life assurance products would be an advantage.
Key responsibilities:
Researching and implementing investment and pensions structures to best suit the client;
Preparing detailed suitability letters and annual reports;
Working closely with financial planning manager to identify new and existing client needs;
Where appropriate engaging 3rd party providers / life assurance companies of regulatory / administration / wrapper services;
Keeping abreast of financial planning, investment, tax and pension trends and legislation;
Provision of technical sales assistance to Portfolio Managers (PM) as required;
To attend client meetings with Financial Planning and Portfolio Manager: Document meeting notes and follow up with any client requests under the guidance of the FPM or PM.
Key Requirements:
At least 3 years pensions related experience;
Demonstrable interest in investments;
Graduate calibre;
Strong technical orientation;
Ability to understand current legislation and tax treatments;
Ability to understand and anticipate the changing needs of customers and the business environment;
Ability to identify opportunities to structure investments, pensions and other key financial planning opportunities;
High level of initiative and determination; a proven record in proactively identifying opportunities within investment markets;
Strong communication and presentation skills; verbal and written;
“Level 3” qualification status.
If this would be of interest please call Lynne Davidson in confidence on 02890446911 or email your CV using the link provided.
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