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Technical Paraplanner, Bedfordshire (hybrid). £40k-£50k plus benefits and annual bonus.
Excellent opportunity has arisen within an Independent Firm who provide whole-of-market, holistic advice to Mid-HNW clients. They are looking for an experienced client facing Paraplanner to work for 1 of their Senior Advisers, supporting them with their client portfolio and working closely with other Paraplanners and Administrators in providing a highly effective service to clients. This is also a great opportunity to progress in to an Adviser role over time if wanted.
The role:
- Attending new and existing client meetings taking notes and producing meeting documentation.
- 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.
