Financial Planning Specialist

7 days ago


Crawley, West Sussex, United Kingdom Synchronicity Group Full time

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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