Paraplanner

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

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

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

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