Paraplanner

Paraplanner, South London. C £50k plus benefits and annual bonus Are you a Paraplanner ready to take the next step in your career? Our client, a well-established and growing wealth management firm formed over 10 years ago, is looking for another Paraplanner to join its friendly and supportive team. This is a genuine career-development opportunity. You'll work closely with experienced Financial Advisers and a Senior Paraplanner, with full support and a great opportunity to build your technical knowledge across investments, pensions and protection.

The role Prepare accurate suitability reports and letters to target deadlines. Undertake comparative and technical research to support client recommendations. Support the Advisers in verifying the compliance and suitability of advice. Review clients' overall financial position from fact find information. Process ongoing client reviews in line with service standards. Liaise with the administration team on the implementation of new business.

Investigate and respond accurately to client queries. About you Previous Paraplanning experience is required. Diploma qualified or working towards. A good understanding of financial products and services, including pensions and investments. Strong analytical skills with the ability to produce clear technical commentary. Well organised, with the ability to manage multiple cases at once. A genuine desire to develop a long-term career in financial planning.

Hybrid working after probation. For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .