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