Date de publication
Type de contrat
Finance / Gestion/ Audit
London / Grande-Bretagne

Description du poste

The successful candidate will support the sole IFA of the consulting firm. This is a challenging role that would suit a confident and professional individual who enjoys using their initiative.
This role is most suitable for someone with long-term career objectives and who is willing to commit to the Practice on a long-term basis. There is a real scope to expand the client offering and to be a key person within the development of this growing business.
  Role Requirements:
Formulating comprehensive plans for HNW individuals.
Detailed technical report writing skills.
Preparing technical analysis for client meetings using Excel / Voyant / Synaptics / Dynamic Planner and creating and updating bespoke ‘Asset Allocation’ reports.
Maintenance of the client proposition.
Maintenance of Intelligent Office.
Preparation of standard, transfer and complex suitability letters to clients.
Liaison with clients, fund managers, platforms and insurers.
VCT/EIS administration & research.
Technical Knowledge and Experience required
Educational standard: A-Levels or higher.
Experience of working within the Financial Services sector is essential.
Financial qualifications such as the Paraplanning or Advisory exams would be an advantage.
Systems Skills
Advanced Microsoft Excel & Microsoft Word.
Outlook experience.
Experience of working with Intelligent Office /Voyant an advantage.
Personal Attributes
Excellent interpersonal and communication skills.
Good written English.
Strong organizational skills; able to multi-task and prioritise.
Ability to use own initiative, be proactive and think quickly.
Able to maintain confidentiality at all times and to handle sensitive matters.
High attention to detail.
Persistence, with an ability to find a way around obstacles.
Composure under pressure.
Flexible and adaptable attitude; able to work additional hours when required.
Smart, professional appearance at all times.
Please apply via the relevant link on this webpage. 
Vennbridge is an employment agency in relation to this posting. Vennbridge will auto-forward your CV to the client (Citygate Consulting Ltd).
Pour postuler cliquer ici.

Description du profil

Paraplanner - Privately-owned City firm - London, UK