Junior Assistant Consultant / Paraplanner

Bewley Recruitment
£35000 - £39000/annum
20 May 2017
19 Jun 2017
Contract Type
Full Time
Our client provides investment, pension, protection and estate planning advice to both corporate and individual clients. They are passionate about client service and have a structured approach to regular client communication ensuring financial planning remains a priority.

Solid generalist experience, ideally within the Professional/Financial Services sector
Numerate and familiar with operating and creating spreadsheets
Strong organisational skills required.

Duties and Responsibilities:
• Preparation of packs for meetings with clients including investment valuations
• Preparation of reports to clients on financial planning matters
• Obtaining relevant literature to accompany client reports
• Dealing with client administration
• Learning and using all applications required for the job including:
o Excel/Word
o Financial Express Analytics
o Iress/Intelliflo client management system
o Wrap – investment deals & client processing
• Attend client meetings with Lee Pittal and contribute to such meetings
• Undertake research as required on specific projects.

Technical Knowledge and Qualifications:
Technical knowledge is not a pre-requisite but knowledge of pension, investment and life products will be advantageous. Candidates should be able to demonstrate the skill set below:

Computer literate.
• Good keyboard and data entry skills.
• Excellent communication skills.
• Highly organised with good attention to detail.
• Self-motivated and willing to work within a team and alone.
• An interest in finance.
• High level of accuracy.
• Able to work under pressure with strict deadlines.

Main Core Skills Used in doing the Role:
• Hardworking and prepared to go “the extra mile” to ensure work is done on time and to the highest of standards
• Capable of working independently and ability to manage own workload
• Strong attention to detail
• Able to work under pressure to meet specific time deadlines
• Possesses a team ethic and prepared to assist others
• Well-spoken and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining at all times the highest degree of integrity and confidentiality.
• Good team player with a positive “can do” attitude.

Key Words: Paraplanner, Financial Services, London