Financial Planning Specialist
7 days ago
About Synchronicity Group
Synchronicity Group is a well-established, holistic financial services organization that offers comprehensive, independent financial advice and in-house discretionary investment management.
Job Summary
We are seeking a skilled Paraplanner to join our team, providing technical support to our Financial Advisors and ensuring clients receive accurate information to make informed decisions about their investments.
Key Responsibilities
- Conduct research, including cash flow analysis, technical product research, and producing illustrations, risk reports, and investment analysis.
- Act as a key point of contact for clients, organizing and dealing with correspondence, and attending client meetings.
- Work with Financial Advisors to generate client reports, using standard templates and producing technical reports as required.
- Collaborate with the team to ensure seamless client service and support.
Requirements
- Level 4 CII or Diploma in Paraplanning is essential.
- 4+ years of financial planning experience.
- Excellent administrative, research, report writing, and communication skills.
What We Offer
This is an exciting opportunity to join a dynamic team and contribute to the growth and success of Synchronicity Group. We offer a flexible work environment, with the option to work from home 2-3 days a week.
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