Paraplanning Professional

1 week ago


Crawley, West Sussex, United Kingdom Synchronicity Group Full time

About Synchronicity Group

Synchronicity Group is a well-established, holistic financial services company that offers independent financial advice and 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 comprehensive 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

As a Paraplanner at Synchronicity Group, you will have the opportunity to work with a dynamic team, contribute to the growth and success of the company, and develop your skills and expertise in financial planning.



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