Paraplanner – Cambridge (Swavesey)
We are currently recruiting for a Paraplanner in our Cambridge office, located just off the A14 at Swavesey.
The role will involve providing full paraplanning support, primarily to two Associate Directors. The successful candidate will be responsible for ensuring that investment and product instructions are carried out and records kept up to date, obtaining and analysing fund and product information and ensuring client files are compliant with FCA and Gibbs Denley compliance rules. The Paraplanner will be required to produce Suitability and other Reports, and will involve client contact by phone and in writing.
Qualifications required: Chartered Financial Planner (or working towards this).
Hours: Full time hours. Monday – Friday, 9 a.m. – 5 p.m.
- Holiday: 23 days per annum, increasing after 3, 6, 9, 14 and 19 years’ service.
- Flexitime available.
- Death in Service scheme 4 x salary.
- 3% of salary contribution into our Group Personal Pension with immediate effect.
- PHI – 75% of salary, less State benefits (benefits payable after 6 months’ absence from work).
To apply, please send your CV with a covering letter by email to firstname.lastname@example.org.
Graduate Development Programme
At Gibbs Denley Financial Services we are always looking for dedicated and forward-thinking individuals who are interested in building a career that they can be proud of.
Our Graduate Development Programme for Financial Advisers and Paraplanners is aimed at those leaving university with a degree, who are looking to develop a career in the financial services industry. Please download the guide to our Graduate Development Programme for more information on what this involves.
If you are interested in applying to our Graduate Development Programme, please email your CV and cover letter to email@example.com. Please note that unsolicited applications from recruitment agencies will NOT be accepted.
With offices in Cambridge, Bury St Edmunds and Chelmsford, we are always interested in talented people. Even if we don’t have a suitable vacancy for you at present, please send your CV to Jackie.firstname.lastname@example.org, and we will hold it for the future. We always respond to applications.
Please note that we cannot accept responsibility for the security of any email sent to us by standard email.