We currently have a vacancy for an experienced Paraplanner to join G+E Wealth Management, our Financial Services business.  This is a new role due to continuing growth within the team and the business, offering the successful candidate an opportunity to work in a dynamic and progressive environment with strong management support, on-going training and personal development.

Paraplanner main duties include:

  • Platform and product research
  • Offer technical support and guidance to the admin team, where required
  • Decipher new pieces of technical legislation to assist the Advisers with their client advice
  • Assist with blogs and ‘sales aids’ to the wider G+E Practice
  • Assist with back-office systems (knowledge and experience of Xplan would be advantageous)

The ideal candidate will have the following experience:

  • Strong paraplanning experience
  • Evidence of a strong focus on compliance and best practice
  • Knowledge of FE and assisting with fund research for in-house model portfolios
  • Knowledge on DB transfers and reports in this area
  • Up to date technical knowledge on all areas of financial planning – IHT planning options, pensions and investments in particular

Key Skills:

  • Ability to contribute to team discussions on best practice and continuing to improve compliance standards
  • Confidence to raise any file issues with the Advisers
  • Compliant suitability report writing skills and knowledge, making sure the reports are in line with current FCA requirements
  • Strong team player
  • Excellent communication skills

Salary:

Competitive + benefits including company pension scheme, health care scheme, flexi-time, training and free on-site parking (York only)
Full time (37.5 hours per week) + permanent