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.