Full job descriptionParaplanner, London. Up to £50,000, plus benefits and annual bonus.
A successful, growing accountancy and tax advisory practice is looking to add a Paraplanner to its wealth management team. The firm offers a varied client base, a friendly and approachable leadership team, and a clear route for those looking to build a long-term career.
The Role
You’ll join a team of financial advisers providing independent advice to private clients and businesses. It’s a varied role with plenty of exposure to different client types, and scope to build the role around your strengths as your technical skills develop.
Key responsibilities:
*Attend client meetings. produce suitability reports and present findings to Advisers & Clients.
*Carrying out detailed product research & selection to suit client’s financial objectives.
*Working closely with 2 Advisers and other stakeholders across the business to support clients.
*Act as a point of contact for clients, answering any queries and updating their records accordingly.
About You
*You must have previous experience gained as a qualified Paraplanner within Financial Services.
*Have a good product knowledge across Investments and Pensions.
*Ideally qualified to Level 4 or close to.
*Excellent communication, IT and presentation skills.
*Able to work under pressure and on your own initiative.
*Enthusiastic and driven, with a can-do approach.
*Keen to develop your career in a forward-thinking and supportive environment.
Additional benefits: Flexible working (core hours of 10am to 4pm), annual bonus scheme, pension (contributory-salary sacrifice), 26 days holiday plus bank holidays, private medical, interest free season ticket loan, enhanced family leave, flexible benefits, a wellbeing programme and regular social events.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.