We are currently hiring for A Paraplanner to join our Leicester office.

Job Type:     Full time, Permanent
Package:      Salary & benefits (salary negotiable dependent upon qualifications and experience)
Location:      Leicester City centre

Who we are

GHC Wealth Management is a wholly owned subsidiary of GHC Group and was founded in 2013 as part of the GHC Group of Companies to broaden the level of financial services we could offer. Now firmly established, GHC Wealth Management provides comprehensive financial planning for individuals and their families, trusts, charities and corporates. We also partner with many other professional intermediaries, such as accountants and solicitors, in providing our services to their clients.

As a part of the GHC Group of companies we deliver integrated wealth management solutions that also include investment management, stockbroking, custody of assets, and tax-efficient products and services.

Overview

The role will involve working closely with our Financial Advisers conducting technical research, establishing client requirements, completing recommendation reports and preparing review documentation. In addition, you will be required to assist in all functions of the department, which will include administration, preparation of paperwork, customer queries and client facing tasks.

A positive and organised team player with exceptional attention to detail, customer service, telephone, IT proficiency and interpersonal skills is required.

Previous experience essential, preferably within an IFA environment with knowledge of investment and pension products.

Duties & Responsibilities:

• To provide relevant, detailed information to our Financial Advisers ensuring our clients receive the best advice - relative to their requirements
• Undertake fund research and analysis along with technical product research and solution provision
• Ensure all relevant compliance paperwork has been carried out
• Prepare suitability letters
• Preparing annual review documentation including Investment Progress Review Reports
• Develop and maintain relationships with clients and colleagues
• Day to day administration such as preparation of paperwork, reviewing and resolving customer queries and client facing tasks
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
• Maintain awareness of, and act in accordance with, all Compliance and legislative requirements

Qualifications & Skills:

Ideally looking for an individual with the Certificate in Paraplanning or the Certificate in Financial Services.

Preferred previous experience in MS Office, Intelligent Office, Selectapension and Dynamic Planner.

The successful candidate must be proficient in written and spoken English.

In the first instance please email your application to jobs@ghcl.co.uk