Paraplanner/Trainee Independent Financial Adviser

Blakemore Recruitment
North London, UK
20 May 2019
23 May 2019
Contract Type
Full Time
Our client is seeking to recruit an experienced Assistant Consultant. The successful candidate will work for a partner of the firm and potentially other consultants in the future. This is a challenging role where the company will provide the successful candidate with the required training to further their career from Paraplanning into advising. They seek a long-term commitment from an individual who will hopefully grow and develop in the role.

  • Solid generalist experience within the Professional or Financial Services sector
  • A good working knowledge of appropriate systems e.g. First (database), Excel, etc.
  • Numerate and familiar with operating and creating spreadsheets
  • Comfortable preparing detailed letters and comprehensive reports
  • Strong organisational skills required

Duties and Responsibilities:
  • Preparation of reports to clients on financial planning matters
  • Obtaining relevant literature to accompany client reports
  • Preparation of packs for meetings with clients including investment valuations
  • Liaising directly with clients as the "assistant consultant". This will include a variety of queries in connection with the client's financial affairs. It will be important that the candidate obtains detailed knowledge on all clients for whom he/she is working to carry out these tasks.
  • Arranging investment purchases and sales under the Discretionary and Advisory Management Services.

Learning and using all applications required for the job including:
  • Excel/Word
  • Financial Express Analytics
  • Iress/Intelliflo client management system
  • Cofunds and Standard Life Wrap - investment deals & client processing
  • Attend client meetings with and contribute to such meetings
  • Undertake research as required on specific projects

Technical Knowledge and Qualifications:

The successful candidate should be comfortable and understand the structure of pension, investments and life products and be willing to learn and understand more complex financial products.

Technical knowledge is a pre-requisite. The candidate should have attained the Diploma, or Regulated Diploma in Financial Planning.

Other qualifications in this area will be an advantage but training and development are provided and encouraged. A good academic track record is also a distinct advantage.

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 a the highest of standards
  • Capable of working independently and ability to manage own workload
  • Strong attention to details
  • Able to work under pressure to meet specific time deadlines
  • Enjoys working within a young and dynamic team
  • 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
  • Prepared to learn and to invest time to maximise their potential
  • Good team player with a positive "can do" attitude.
  • Confident and able to liaise with clients and staff both on the telephone and 'face to face' at all levels in a professional manner.

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