The role will involve:
  • Ability to plan and organise new or familiar tasks and to use a problem-solving approach to respond appropriately to a wide range of enquiries
  • Use of standard applications to process, obtain and combine information – Microsoft Office, Excel, Word, Power point, outlook and database
  • Interpret, use and evaluate numerical and graphical data 
  • Excellent report writing skills
  • Good understanding of compliance standards
  • Ability to undertake research and assist in the reviewing of new policies
  • Produce high quality meeting documentation
  • Produce and respond to detailed written and oral communication in an office setting 
  • Able to work on own initiative or with others on tasks with minimum supervision
  • Attention to detail, accuracy 
  • Good personal time management
  • Analytical capability, commercial experience/judgement
  • Provide a point of contact for clients & providers when adviser is unavailable


Hours of work: 37.5 hours per week Monday – Friday 9.00am-5.30pm
Qualifications: GCSE English & Maths grade C or above Word & Excel intermediary 2 years’ experience within financial services setting, preferably an IFA, L4 Diploma qualified or working towards, experience as trainee paraplanner/paraplanner