This job has now closed, please use our job search to find live jobs.

  • Job Type: Graduate Job
  • Profession: Chartered Accountancy
  • Start Date: Unspecified
  • Number of Positions: 1
  • Location: St Paul's, London
  • UCAS Points: Para Planner
  • Salary: Depending on experience

Requirements: 

  • Solid academic history.
  • Either studying for or Level 4 qualified
  • Good pension and investment knowledge
  • Microsoft Office in particular Word and Excel and strong numeracy and statistical skills
  • Comfortable with taking responsibility for a task and managing multiple cases simultaneously
  • Ability to deal with conflicting demands and meet deadlines.
  • Good written and verbal communication including good analytical skills.
  • Responsible and flexible attitude to work.
  • Self motivated a good team player and the ability to work without supervision.
  • Experience in working in a professional practice environment desirable though not essential.

Essential experience:

  • Solid experience in writing suitability reports in line with Financial Conduct Authority guidelines.
  • Experience in providing advisers with detailed complex technical information and draft suitability reports and prepare financial plans.
  • Able to manage adviser workloads including expectations and provide clear updates on their cases
  • Ensuring all client files remain compliant
  • Responsibility for preparing client meeting packs for on goings reviews and making sure all the information to deliver the client proposition is undertaken
  • Excellent IT skills, preferably with a good working knowledge of Platforms, Intelligent Office, Voyant, Analytics and Defacto
  • Assist the team and administration department where appropriate
Back to Top