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Paraplanner, West Sussex (hybrid working). £40,000-£48,000 plus excellent benefits. Very well established award winning Chartered Financial Planning firm with an excellent reputation within the industry, is looking for an experienced Paraplanner.They provide independent financial planning and investment advice to a wide range of individual and corporate clients, predominantly HNW. 2 days a week in the office.
The role:
- Working closely with 1/2 Advisers who look after HNW clients.
- You will prepare suitability letters, reports and recommendations.
- Attending client meetings, analysing client's requirements, developing cash flows and preparing detailed financial solutions.
- Carry out in-depth research on financial products to meet clients financial goals and objectives.
- Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting documents.
- Regular liaison with clients and third party partners.
To apply:
- Level 4 qualified or close to.
- Previous Paraplanning experience (preferably gained within an IFA)
- Experience of dealing with HNW clients advantageous.
- High level of analytical capability and detailed orientated.
- Good communication skills (written and verbal).
For further information about this and many other great opportunities in Wealth Management, please contact Synchronicity Wealth.
