Paraplanner
other jobs Synchronicity Group
Added before 5 Days
- England,East of England,Cambridgeshire
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Full job descriptionParaplanner, Cambridge. Competitive Salary plus Excellent Benefits
We are working with a well-established Chartered Financial Planning firm, to recruit a Paraplanner into their Cambridge office. Working closely on a 1 to 1 basis with an Adviser as part of a team comprising an Adviser, Account Manager, Paraplanner and Administrator. Occasionally attending client meetings as required.
The role:
*Provide comprehensive paraplanning support, including report writing, research and generating suitability letters tailored to client goals.
*Conduct whole of market research to identify suitable financial products, maintaining thorough records of recommendations and supporting documentation.
*Handle client and adviser queries, support with portfolio performance and annual reviews.
*Interpret and process information from adviser meetings, liaising with providers to progress cases.
*Ensure all work is compliant with FCA regulations and internal policies.
About you:
*Level 4 Diploma in Financial Planning required.
*Must have previous experience gained in a paraplanning role.
*Confident using Intelligent Office, with cash flow modelling through IO and Voyant.
*Strong working knowledge of FCA regulations.
Hybrid working after probation.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
We are working with a well-established Chartered Financial Planning firm, to recruit a Paraplanner into their Cambridge office. Working closely on a 1 to 1 basis with an Adviser as part of a team comprising an Adviser, Account Manager, Paraplanner and Administrator. Occasionally attending client meetings as required.
The role:
*Provide comprehensive paraplanning support, including report writing, research and generating suitability letters tailored to client goals.
*Conduct whole of market research to identify suitable financial products, maintaining thorough records of recommendations and supporting documentation.
*Handle client and adviser queries, support with portfolio performance and annual reviews.
*Interpret and process information from adviser meetings, liaising with providers to progress cases.
*Ensure all work is compliant with FCA regulations and internal policies.
About you:
*Level 4 Diploma in Financial Planning required.
*Must have previous experience gained in a paraplanning role.
*Confident using Intelligent Office, with cash flow modelling through IO and Voyant.
*Strong working knowledge of FCA regulations.
Hybrid working after probation.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
Job number 4018263
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Company Details:
Synchronicity Group
Company size:
Industry:
Established since 2004, Synchronicity has grown to be a valued partner to many of the worlds most respected real estate and financial institutions.
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