Paraplanner

Synchronicity Group

Posted 6 hours ago, valid for 9 hours

London, Greater London EC1R 0WX

Full Time

Retirement Plan

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Sonic Summary

We are recruiting for a leading wealth and investment management firm seeking a Level 4 Diploma-qualified Paraplanner with at least 3 years of experience.
The role involves supporting Financial Planners through technical cash flow modeling, pension scheme analysis, and crafting detailed suitability reports.
Candidates will also prepare data for client management and engage with internal teams, clients, and external providers.
The position offers hybrid working options, an attractive benefits package, and bonus potential, with a focus on professional growth.
Salary details were not specified, but the firm is ready to invest in your development and support you in pursuing Chartered exams.

We are recruting for a leading wealth and investment management firm who are looking for a dynamic Level 4 Diploma-qualified Paraplanner with at least 3 years of experience to join their expanding team.

Our client is particularly interested to hear from seasoned, career Paraplanners but will also consider those looking to move into Advice in the future.

As a Paraplanner, you’ll be at the heart of supporting a team of Financial Planners, with responsibilities including:

Technical cash flow modeling and in-depth pension scheme analysis.
Crafting detailed suitability reports.
Preparing data and documents for seamless client management.
Handling case management through a CRM system.
Engaging with both internal teams, clients and external providers.

With a dedicated Admin team in place to handle the administrative load, you'll be able to focus on what you do best - delivering exceptional financial planning support.

Based in London with hybrid working options (up to 2 days working from home), you'll enjoy an attractive benefits package, bonus potential, and support with pursuing Chartered exams (if that’s your goal) - this company is ready to invest in your growth.

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