Paraplanner

Synchronicity Group; Plymouth; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory firm is looking for an experienced Paraplanner to join their team in Plymouth. The ideal candidate will have at least 3 years of industry experience and 1 year in Paraplanning, preferably holding a Level 4 qualification. This hybrid role involves supporting Financial Planners and engaging with clients to provide valuable insights and solutions. Opportunities for progression into Operations or Compliance roles are available.

Qualifications

• Minimum 3 years of industry experience.
• At least 1 year of Paraplanning experience.
• Keen to stay within Paraplanning with no Advising opportunities at this time.

Responsibilities

• Support Financial Planners in conducting thorough financial research.
• Prepare comprehensive reports including cash flow planning.
• Assist in client meetings providing insights and solutions.

Skills

Financial research

Report preparation

Cash flow planning

Client communication

Education

Level 4 qualification or close to achieving Diploma

Job description

Our client is seeking an experienced Paraplanner to join their small team of independent financial advisors.

You will have 3 years industry experience and at least 1 year Paraplanning experience. Ideally you will be Level 4 qualified already, or at least close to achieving your Diploma.

You will support the Financial Planners and a range of clients, conducting thorough financial research, preparing comprehensive reports including cash flow planning and product recommendations and assist in client meetings to offer valuable insights and solutions.

This role is offered on a hybrid basis with a minimum of 2 days a week in the office. Ideally this would be a full-time role, but part-time would also be considered.

Our client is looking for someone who is keen to stay within Paraplanning and are unable to offer a route into Advising at this time. Progression within the company into other areas such as Operations or Compliance is possible.