Annual Review Analyst

Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm’s Financial Planners to deliver fantastic service to their clients. With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.

• Professional study support
• Up to £29,000

Job Description:

• Develop the skillset to produce pre-meeting Annual Review Packs for clients
• Assist in producing post-meeting Annual Review Reports.

• Develop technical knowledge on important systems that are used as part of the technical analysis process
• Providing an insight into the structure of an IFA office
  Provide an introduction into financial products and investment solutions
• Assist in other duties that are deemed appropriate for their position and experience
• Assisting the Paraplanning Team in producing simple Advice Reports for clients
• Dealing with financial products such as General Investment Accounts (GIAs) and Individual Savings Accounts (ISAs).

Person specification:

• Progression within the CII Framework would be advantageous, however not expected.
• Previous experience within a financial based industry, or studies completed in fields such as Economics (or similar).
• Organised, analytical and exhibit great attention to detail and problem-solving skills
• Ability to follow process and directions, as part of a team as well as independently
• Experience with Microsoft Office, a good overall standard of IT literacy

Additional Information:

• Based in Ewell village
• £25,000 - £29,000
• Monday - Friday, 9am - 5:30pm
• 22 days holiday plus bank holidays
• Death in service
• Pension scheme
• Study support offered by the Chartered Insurance Institute (CII)

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.