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Junior Assistant Consultant / Paraplanner - London NW3

Junior Assistant Consultant / Paraplanner - London NW3

Salary £20-30,000 Depending on Experience

Hours of Work: 9.00am to 5.30pm Monday to Friday, with one hour for lunch.

However, on occasion some flexibility may be required depending on the nature of the position.

Key Words: Paraplanner, Financial Consultant, Financial Planning, Graduate

Company

The company provides investment, pension, protection and estate planning advice to both corporate and individual clients, and are passionate about client service and have a structured approach to regular client communication ensuring financial planning remains a priority.

We work closely with many financial institutions to provide innovative solutions which will add value to our clients.

Experience:

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

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.

Duties and Responsibilities:

The successful candidate will assist on client matters which will entail the following:
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:
Excel/Word
Financial Express Analytics