Paraplanner in London - Synchronicity Group

Junior Paraplanner, London (Hybrid). Up to £50k plus benefits & bonus.

This is an outstanding opportunity to join an Independent, Chartered wealth management firm based in central London. They provide whole of market, bespoke advice to their clients (individuals & corporates), and they are now seeking a diploma qualified individual to join the existing team. Excellent prospects to further develop your career, either progressing down a Technical Paraplanner path or moving into an Adviser role.

The role:

• Supporting the advice process with research, analysis, and report writing
• Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs
• Making recommendations on appropriate course of action through suitability reports (both bespoke and templated)
• Attending client meetings with Advisers as directed and when appropriate, presenting your findings to those clients
• Maintaining accurate client records in the CRM and collaborating closely with Advisers

To apply:

• Diploma (Level 4) qualified as a minimum
• At least 1 years' paraplanning/report writing experience gained within an independent financial planning firm
• Strong Microsoft Excel skills (intermediate to advanced)
• Clear written communication, a sharp eye for detail, and a commitment to progression

For more information about this and many other great opportunities in Financial Services, please contact Andrew Stark at Synchronicity Wealth