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 the Director and Financial Consultant whilst providing clients with exceptional levels of customer service.
Due to the wide range of clients we support, you will enjoy a highly varied workload with exposure to Investments, Retirement Planning, Protection, Estate Planning and Corporate Investments. Your duties will include, but will not be limited to:
- Preparation of client reports including analysis and cash flow projections
- Processing new business (e.g. ISA’s/Unit Trusts, Bonds, Retirement Plans)
- Processing investment transfers from initial LOA request to completion
- Administration and ongoing maintenance of group schemes
- Support our corporate clients with pension auto enrolment
To be considered for this position you must demonstrate previous experience in a similar role within the financial services industry. Ideally, you will be qualified or studying towards a Diploma in Regulated Financial Planning however this is not essential. You will possess a high level of competence in processing both new and transfer business, strong attention to detail and exceptional customer service skills.
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 basic 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.