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

Key Skills:

  • Strong team player
  • Excellent communication skills
  • Organised

Salary:

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