Paraplanner - #2194934

Paraplanner, London. Up to £50,000, plus benefits and annual bonus.

A successful, growing accountancy and tax advisory practice is looking to add a Paraplanner to its wealth management team. The firm offers a varied client base, a friendly and approachable leadership team, and a clear route for those looking to build a long-term career.

The Role

You’ll join a team of financial advisers providing independent advice to private clients and businesses. It’s a varied role with plenty of exposure to different client types, and scope to build the role around your strengths as your technical skills develop.

Key responsibilities:

• Attend client meeting, produce suitability reports and present findings to Advisers & Clients.
• Carry out detailed product research & selection to suit client’s financial objectives.
• Working closely with 2 Advisers and other stakeholders across the business to support clients.
• Act as a point of contact for clients, answering any queries and updating their records accordingly.

About You

• You must have previous experience gained as a qualified Paraplanner within Financial Services.
• Good product knowledge across Investments and Pensions.
• Ideally qualified to Level 4 or close to.
• Excellent communication, IT and presentation skills.
• Able to work under pressure and on your own initiative.
• Enthusiastic and driven, with a can-do approach.
• Keen to develop your career in a forward-thinking and supportive environment.

Additional benefits: Flexible working (core hours of 10am to 4pm), annual bonus scheme, pension (contributory-salary sacrifice), 26 days holiday plus bank holidays, private medical and dental insurance, interest free season ticket loan, enhanced family leave, flexible benefits, a wellbeing programme and regular social events.

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.