Russell Gibson Financial Management

  • Contact: Susan Ball
  • Reference: RGPP1

Russell Gibson Financial Management is seeking to recruit an experienced Paraplanner with first class skills to join their friendly team. This is an excellent opportunity to join our well established and growing planning business, working as part of a small team in this role. As Paraplanner the role will involve working closely with our clients and Financial Planners to deliver exemplary client service.

Responsibilities: -

  • Preparation of advice letters and recommendations eg investments and pensions
  • Preparation of content for annual review meetings
  • Preparation of pension, income drawdown and investment reviews
  • Preparation of detailed cash flow models
  • Undertaking research to support recommendations
  • Provision of technical support to complex client queries
  • Liaison with clients

Essential Criteria:

  • Understanding of the Financial Planning process
  • Enthusiasm
  • Detailed and accurate work
  • Articulate
  • Excellent inter-personal skills, both written and verbal
  • Ability to multi-task and prioritise effectively
  • Excellent writing skills (to include letters & emails to clients)
  • Ability to work independently and in a team
  • Level 4 CFP qualified or willingness to undertake study to progress to this level
  • Possess initiative and excellent problem solving skills   
  • Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)


Desirable Criteria:

  • Have experience supporting a senior adviser
  • High level of Pensions' technical knowledge
  • Used to dealing with High Net Worth clients
  • Experience in writing complex and detailed reports for cases
  • Ambitious and keen to help drive the company’s growth
  • Very high level of attention to detail 
  • Experience of Xplan back office system


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