Paraplanner
other jobs Synchronicity Group
Added before 5 Days
- England,East Midlands,Nottinghamshire
- Full Time, Permanent
- £45,000 - £60,000 per annum
Job Description:
Full job descriptionParaplanner, Nottinghamshire. Up to £60,000 plus benefits & Bonus
We are working with a well-established wealth management practice, attached to a highly respected legal firm, to recruit a Paraplanner. They provided independent holistic advice to clients, focused on ensuring a high level of service and meeting clients financial needs and objectives.
Business is generated largely through word of mouth, an established solicitors practice, and advisers’ own introducer relationships.
The role:
*Prepare Suitability Reports and process new and existing business across Investments, Pensions, Trusts and IHT Planning, with some exposure to Equity Release and Protection.
*Support advisers with technical research, cash flow modelling and annual client reviews.
*Ensure business is processed compliantly and efficiently, in line with the firm’s policies and FCA regulations.
*Liaise with product providers, clients and industry professionals as required.
*Work as part of a wider Wealth Management Support Team.
About you:
*Ideally level 4 (Diploma) qualified. Chartered status would be a bonus.
*Strong technical knowledge across Investment Bonds, Pensions, Trusts and IHT planning.
*A technical all-rounder, comfortable working across a broad and varied client portfolio.
*Confident using Intelligent Office, FE Analytics and IRESS The Exchange.
*Strong communication skills and a proactive, team-oriented approach.
Hybrid working, based in nice offices in a great location, and a genuine opportunity to develop and progress within the business.
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 wealth management practice, attached to a highly respected legal firm, to recruit a Paraplanner. They provided independent holistic advice to clients, focused on ensuring a high level of service and meeting clients financial needs and objectives.
Business is generated largely through word of mouth, an established solicitors practice, and advisers’ own introducer relationships.
The role:
*Prepare Suitability Reports and process new and existing business across Investments, Pensions, Trusts and IHT Planning, with some exposure to Equity Release and Protection.
*Support advisers with technical research, cash flow modelling and annual client reviews.
*Ensure business is processed compliantly and efficiently, in line with the firm’s policies and FCA regulations.
*Liaise with product providers, clients and industry professionals as required.
*Work as part of a wider Wealth Management Support Team.
About you:
*Ideally level 4 (Diploma) qualified. Chartered status would be a bonus.
*Strong technical knowledge across Investment Bonds, Pensions, Trusts and IHT planning.
*A technical all-rounder, comfortable working across a broad and varied client portfolio.
*Confident using Intelligent Office, FE Analytics and IRESS The Exchange.
*Strong communication skills and a proactive, team-oriented approach.
Hybrid working, based in nice offices in a great location, and a genuine opportunity to develop and progress within the business.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
Job number 4018484
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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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