Connecting to LinkedIn...

Assistant Consultant / ParaPlanner

Job Title: Assistant Consultant / ParaPlanner
Contract Type: Permanent
Location: North London, London
Industry:
Salary: £40000 - £43000 per annum
Start Date: ASAP
REF: 18431684
Contact Name: Ngaire Wallace
Contact Email: cv@projectrecruit.com
Job Published: over 1 year ago

Job Description

Our client, a successful financial planning and management consultancy is looking for an assistant Consultant to work alongside one of their senior consultants in providing key deliverables and assisting in projects.

 

This is an exciting and challenging opportunity where the company will look to train and develop the successful candidate to build a long-term career with the company.

Key Responsibilities:

  • Preparing and providing financial reports that will be given to clients
  • Researching and obtaining relevant information to be provided with client reports
  • Preparing client information packs to be used in meetings
  • Liaising with clients to deal with queries
  • Arranging investment purchases and sales
  • Attending client meetings

Person Spec:

  • Diploma in Financial Planning or relevant is expected
  • Strong academic background
  • Hardworking and professional attitude
  • Capable of working independently and ability to manage own workload
  • Strong attention to detail and organisational skills
  • Able to work under pressure and meet strict deadlines
  • Ability to work well in a team
  • Strong communication skills, oral and written
  • Prepared to learn and to invest time to develop and maximise potential
  • Confident and outgoing personality
  • Experience with Excel, Financial Express Analytics and Iress/Intelliflo and Cofunds would be an advantage