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:
- Understanding the financial planning process
- Undertake research and analysis both independently and with the Financial Planner to identify suitable solutions to meet client needs and objectives
- Prepare cash flow plans with the Financial Planner using the cash flow planning tool Voyant
- Write and tailor high quality suitability reports based on discussions with the Financial Planner
- Produce accurate and compliant client records using our back-office system
- Identify and discuss any discrepancies of the client file with the Financial Planner
The ideal candidate will have the following experience & qualifications:
- Minimum Level 4 CII Diploma in Regulated Financial Planning qualified
- 3+ years experience as a Paraplanner
- Understand the financial planning process
- Knowledge of FE Analytics, Voyant, Defaqto engage, Selectapension and Intelligent Office would be advantageous