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

Key Skills:

  • Strong team player
  • Excellent communication skills

Salary:

Competitive + benefits including company pension scheme, health care scheme, flexi-time, training
Full time (37.5 hours per week) + permanent