Paraplanner

Synchronicity Group

Posted 19 days ago, valid for a month

St. Albans, Hertfordshire AL3 6JZ, England

Full Time

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Sonic Summary

The position is for an experienced Paraplanner in St Albans, offering a hybrid work environment with two days in the office each week.
The successful candidate will work closely with a highly successful Financial Adviser and manage a large client book.
Candidates should have a minimum of 3 years of experience and a Level 4 qualification, ideally working towards Chartered status.
The role involves providing high-level technical paraplanning to high-net-worth clients, including producing cash flow models and suitability reports.
This opportunity allows for career progression and involves more senior responsibilities such as training team members and leading meetings.

Paraplanner – St Albans

Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? This is a fantastic role, working directly with a highly successful Financial Adviser who has one of the largest client books in the business. We are looking for a high calibre Paraplanner with excellent communication skills and the ability to troubleshoot, multi-task and process work in a timely and efficient manner.

Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK.

They are looking for an experienced, career Paraplanner with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required. This is a key hire for the team and will likely involve some more senior responsibilities such as helping to train other members of the team, leading Pod meetings and undertaking peer reviews, as well as getting involved in project work to further improve systems and processes.

The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning.

A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF), ideally working towards Chartered status, or at least eager and willing to undertake advanced exams.

This is a great opportunity for someone who wants to work in a dedicated Paraplanning role, supporting a highly successful Advisor with their HNW client base, and take on some more senior responsibilities within the team to progress your career.

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