Paraplanner

Synchronicity Group

Posted 5 days ago, valid for 8 hours

Pulborough, West Sussex RH20 2JU, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A well-established Chartered Financial Planning firm in West Sussex is seeking an experienced Paraplanner with a salary range of £40,000-£48,000 plus excellent benefits.
The role involves working closely with 1-2 Advisers to support high-net-worth (HNW) clients by preparing suitability letters, reports, and recommendations.
Candidates should have Level 4 qualifications or be close to achieving it, along with previous Paraplanning experience, preferably within an Independent Financial Advisory (IFA) context.
The position requires a high level of analytical capability, attention to detail, and strong communication skills, both written and verbal.
This is a hybrid role, requiring two days a week in the office, and offers opportunities to conduct in-depth research on financial products to help clients achieve their financial goals.

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.

Apply now in a few quick clicks

Paraplanner

Financial Planner

Paraplanner

Employed IFA required Wealth Management IFA, Client portfolio