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:
- Strong paraplanning experience and technical knowledge
- Ability to contribute to team discussions on best practice and continuing to improve compliance standards
- Confidence to raise any file issues with the Advisors
- Compliant suitability report writing skills and knowledge, making sure the reports are in line with current FCA requirements
- Offer technical support and guidance to the admin team, where required
The ideal candidate will have the following experience & qualifications:
- Minimum Diploma Level 4 qualified
- Chartered Financial Planner or working towards the qualification
- Understand the financial planning process
- Knowledge of FE Analytics, Voyant, Defaqto engage, Selectapension and Genovo