Gary Walker & Company Wealth Management is an established Senior Partner Practice of St. James's Place Wealth Management. We pride ourselves on providing our clients with a high level of discreet financial planning, tailored to their individual needs and objectives. Our business has grown significantly over the past twelve months, predominantly by referral, and as a result we are currently expanding our team with the addition of an experienced Paraplanner.
Working as part of a cohesive team, you will be responsible for providing direct support to our Director and Financial Consultants, ensuring that business is processed in an efficient and timely manner whilst providing our clients with exceptional customer service. The Chartered Paraplanner will take responsibility for some of our most complex cases including, estate planning and intergenerational projects.
To be considered for this position you must demonstrate previous experience in a similar role. Ideally you will hold an Advanced Diploma in Regulated Financial Planning, however individuals who are diploma qualified and working towards becoming chartered are also encouraged to apply. You must demonstrate the ability to produce high quality suitability reports and will possess a high level of competence in processing both new and transfer business with strong attention to detail.
In return you will benefit from working within a reputable and highly entrepreneurial business which places employee development and engagement at the heart of its core values. In addition to a competitive base salary we offer a company pension scheme, annual bonus, quarterly incentives, referral scheme and study support.
For more information please contact Rona Wallace on 01224 202419.
To apply please send your CV and a covering letter outlining your previous experience and suitability for the role to Susan Barclay.