Paraplanner, Suffolk (hybrid). Up to £48k plus good benefits and annual bonus.
Excellent opportunity has arisen within this Independent Chartered Firm who provide whole-of-market, holistic advice to their clients, for an experienced Paraplanner. You’ll be supporting Advisers with their client portfolios and working closely with other Paraplanners and Administrators in providing a highly effective service. This is also a great opportunity to progress your career, as they operate an in-house academy and provide support for exams and your career development.
The role:
*Dependent on your experience and desire, you can be client facing or more back office.
*Writing complex and bespoke high quality suitability reports and financial plans to meet clients financial objectives.
*Carry out in-depth research for suitable products and sourcing solutions to meet clients financial goals.
*Analysing client portfolios to ensure they are on track and meeting agreed expectations.
To apply:
*You must have worked in a similar Paraplanning role and have a strong understanding of investment products.
*Ideally Level 4 qualified or close to (support and exams paid for).
*Excellent experience of writing detailed suitability and client reports.
*Previous Cashflow modelling experience.
*Strong communicator, detail orientated and customer focused.
For further information about this and many other great opportunities in Financial Services, please contact Andrew Stark at Synchronicity Wealth.