Trainee Paraplanner, GGFM

Who We Are

Gilson Gray Financial Management Ltd is a comprehensive Wealth Management organisation that also connects with the wider Gilson Gray group who offers in addition; expert legal advice, and property services. We support clients throughout their entire lifetime. The Financial Management team have decades of experience in the market and can advise on financial plans and products for anyone at any stage of life.

Based in Edinburgh, Glasgow, Aberdeen, Dundee, North Berwick and Lincoln we focus on ensuring we provide the highest level of advice and ongoing service to our clients. We pride ourselves in looking after our clients personally and providing the highest standard of service.

Our Team

We are looking to hire a highly driven Trainee Paraplanner to join our successful Financial Management team in Dundee, Edinburgh, or Glasgow.

We are an enthusiastic team supporting each other to achieve a great working environment. We value each other’s expertise and opinion and pride ourselves in offering an inclusive, enjoyable, and motivating place to work.

The Role

We are looking to further strengthen our current team with the appointment of a Trainee Paraplanner. As a Trainee Paraplanner at Gilson Gray Financial Management you’ll be responsible for:

• To assimilate and segregate information gathered by the Adviser on the Confidential Client Review
• To liaise with the Adviser & Client as appropriate to fill any information gaps
• Complete suitability reports and collate meeting packs with all regulatory documents to allow the Adviser to present business
• To gather ceding scheme information from third parties
• To work within and stay up to date with template changes and advice framework
• To ensure that 99% quality of submission is achieved to support our Practice Quality Score (full training will be provided)
• To work within a regulated environment and stay abreast of legislative changes
• Liaise with Head Office admin centres as required
• Ensure you use St. James’s Place end to end Guides for business submission

Read the full job spec here.