Paraplanner/Trainee Independent Financial Adviser

Posted 5 days ago by Blakemore Recruitment
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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.

Required skills

  • Financial Planning
  • Financial Services
  • Investment
  • Investments
  • Paraplanning

Reference: 30607671

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