Paraplanner

Posted 19 April by Synchronicity Group
Easy Apply
£35,000 - £45,000 per annum
Hampshire , South East England
Permanent, full-time
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Posted by Synchronicity Group

Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3+ years) Paraplanner to join their team.

We are looking for a career-Paraplanner with HNW experience. You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports. You will have good technical knowledge around core areas of financial planning including tax and investments.

This role will provide client interaction, communicating with clients on research and report timescales and attending client meetings where required. As a more senior member of the Paraplanning team, you will also have the opportunity to lead team meetings and mentor junior members of the team, supporting the Head of Paraplanning.

A Level 4 qualification (ideally CII) is essential as a minimum, and you will be supported with achieving Chartered status.

This is a hybrid-working role with 2 days a week in the office.

Required skills

  • Cash Flow
  • Financial Planning
  • Paraplanning
  • Suitability
  • Wealth Management

Reference: 52275619

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