Paraplanner
other jobs Synchronicity Group
Added before 46 Days
- England,London
- full-time
- £40,000 - £45,000 per annum
Job Description:
Paraplanner, London. c£45,000 plus bonus and benefits.
We are working with a Top 100 IFA based in London who are looking for a career Paraplanner to join their existing team. An innovative, independent firm who utilise technology to their advantage.
Hybrid working (3 days a week in the office)
The role:
* You will be working in a team of 7 supporting a team of Advisers.
* Liaising with new and existing clients daily.
* Producing suitability reports.
* Researching fund selections for portfolios, including reviewing their performance against expectations.
* Preparation of files for annual and ad-hoc client reviews.
To apply:
* You must have experience gained in a similar role within Financial Services.
* Ideally Level 4 qualified, but if not support will be provided/funded.
* A highly professional, team orientated individual.
* Strong communication skills.
* Excellent attention to detail.
For more information about this and many other great opportunities in Financial Services, contact Synchronicity Wealth.
We are working with a Top 100 IFA based in London who are looking for a career Paraplanner to join their existing team. An innovative, independent firm who utilise technology to their advantage.
Hybrid working (3 days a week in the office)
The role:
* You will be working in a team of 7 supporting a team of Advisers.
* Liaising with new and existing clients daily.
* Producing suitability reports.
* Researching fund selections for portfolios, including reviewing their performance against expectations.
* Preparation of files for annual and ad-hoc client reviews.
To apply:
* You must have experience gained in a similar role within Financial Services.
* Ideally Level 4 qualified, but if not support will be provided/funded.
* A highly professional, team orientated individual.
* Strong communication skills.
* Excellent attention to detail.
For more information about this and many other great opportunities in Financial Services, contact Synchronicity Wealth.
Job number 1541321
metapel
Company Details:
Synchronicity Group
Company size:
Industry:
Established since 2004, Synchronicity has grown to be a valued partner to many of the worlds most respected real estate and financial institutions.
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