Paraplanner in London - Synchronicity Group

Paraplanner, South London. C£50k plus benefits and annual bonus

Are you a Paraplanner ready to take the next step in your career? Our client, a well-established and growing wealth management firm formed over 10 years ago, is looking for another Paraplanner to join its friendly and supportive team.

This is a genuine career-development opportunity. You'll work closely with experienced Financial Advisers and a Senior Paraplanner, with full support and a great opportunity to build your technical knowledge across investments, pensions and protection.

The role

• Prepare accurate suitability reports and letters to target deadlines.
• Undertake comparative and technical research to support client recommendations.
• Support the Advisers in verifying the compliance and suitability of advice.
• Review clients' overall financial position from fact find information.
• Process ongoing client reviews in line with service standards.
• Liaise with the administration team on the implementation of new business.
• Investigate and respond accurately to client queries.

About you

• Previous Paraplanning experience is required.
• Diploma qualified or working towards.
• A good understanding of financial products and services, including pensions and investments.
• Strong analytical skills with the ability to produce clear technical commentary.
• Well organised, with the ability to manage multiple cases at once.
• A genuine desire to develop a long-term career in financial planning.

Hybrid working after probation.

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.