Paraplanner

Synchronicity Group; Cambridge; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working after probation

Job summary

Synchronicity Group in Cambridge is seeking a Paraplanner to provide comprehensive paraplanning support, including report writing, research and preparing suitability letters tailored to client goals.

You will work closely with an Adviser as part of a team comprising an Adviser, Account Manager, Paraplanner and Administrator, occasionally attending client meetings as required. Hybrid working after probation is offered.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Proven paraplanning experience in a similar role.
• Experience using Intelligent Office and cash flow modelling with IO and Voyant.

Responsibilities

• Provide comprehensive paraplanning support, including report writing, research and generating suitability letters tailored to client goals.
• Conduct whole of market research to identify suitable financial products, maintaining thorough records of recommendations and supporting documentation.
• Handle client and adviser queries, support with portfolio performance and annual reviews.
• Interpret and process information from adviser meetings, liaising with providers to progress cases.
• Ensure all work is compliant with FCA regulations and internal policies.

Skills

Paraplanning

Regulatory knowledge

Client communication

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Voyant

Job description

Paraplanner, Cambridge. Competitive Salary plus Excellent Benefits

We are working with a well-established Chartered Financial Planning firm, to recruit a Paraplanner into their Cambridge office. Working closely on a 1 to 1 basis with an Adviser as part of a team comprising an Adviser, Account Manager, Paraplanner and Administrator. Occasionally attending client meetings as required.

The role:

• Provide comprehensive paraplanning support, including report writing, research and generating suitability letters tailored to client goals.
• Conduct whole of market research to identify suitable financial products, maintaining thorough records of recommendations and supporting documentation.
• Handle client and adviser queries, support with portfolio performance and annual reviews.
• Interpret and process information from adviser meetings, liaising with providers to progress cases.
• Ensure all work is compliant with FCA regulations and internal policies.

About you:

• Level 4 Diploma in Financial Planning required.
• Must have previous experience gained in a paraplanning role.
• Confident using Intelligent Office, with cash flow modelling through IO and Voyant.
• Strong working knowledge of FCA regulations.

Hybrid working after probation.