Full job descriptionParaplanner, 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.