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Paraplanner (Pensions Management)

5 months ago

England, United Kingdom Synchronicity Financial Services Full time

We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status.
The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol.

We are recruiting experienced, high calibre Paraplanners, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.

You will be confident dealing with HNW clients and professional connections and a natural problem solver. These roles will suit a highly technical career paraplanner who doesn't want to progress into Advice.

A minimum of 3 years Paraplanning experience is required for these roles.