Overview
The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning and Lifetime Allowance Planning.
Day-to-Day Responsibilities
* Prepare and format written proposals by collecting client information, using information from third‑party vendors, and conducting analysis based on the existing assets and running portfolio simulations.
* Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperwork.
* Partner with other internal groups to ensure smooth transition of cases.
* Work on ad‑hoc group projects to help increase efficiency.
* Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports.
Qualifications
* A university degree or equivalent combination of education/experience.
* Experience with financial planning and investment principles or industry exams preferable.
* Produce quality work within a target timeline.
* Eager to work in an energetic, collaborative environment to support high‑volume output.
Benefits
* 100% paid premiums for the top‑tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents.
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays.
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees.
* $10,000 fertility, hormonal health and family‑forming benefit.
* A retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
* Gym subsidy of up to £50 per month.
* Employee Assistance Program and other emotional wellbeing services.
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events.
* On‑site gym and spa with membership; free parking; company pension; on‑site café and restaurant with staff discount; modern offices; opportunity for career progression.
* Salary up to £80,000 per annum dependent on experience.
Work Location and Hours
This is an in‑office role. Based on your role, tenure and performance eligibility you may have the opportunity to participate in our hybrid work‑from‑home programme. This programme is subject to change.
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