Paraplanner/Trainee Adviser - Synchronicity Group : Job Details

Paraplanner, Ipswich (hybrid working). £35,000-£45,000 plus benefits & discretionary annual bonus.

• Exciting opportunity within an Independent Financial Adviser firm in Ipswich who are looking for an experienced Paraplanner.
• They offer independent, holistic advice to a wide range of clients and are very well established in the area.
• On offer is excellent training, development and progression, including exam support and study leave.
• Opportunity to progress in to a Trainee Adviser role in the near future.

The role:

• Supporting a Senior Adviser with a large and complex client portfolio.
• Preparing complex financial reports, suitability letters and recommendations for clients.
• Conduct in-depth research and analysis on financial products, investments and pensions.
• Attending client meetings, assisting with preparation of client reviews and meeting notes.
• Assist in the development of financial strategies based on client needs and goals.
• Maintaining and updating client records and financial plans.
• Ensuring regulatory requirements, company and industry best practices are adhered to.

To apply:

• Ideally you will be Level 4 qualified with client facing experience.
• Proven experience in Paraplanning gained within an IFA.
• Good knowledge of financial products including investment and pensions.
• Attention to detail with excellent organisational & planning skills.
• Detail orientated with strong communication skills.
• Able to develop and maintain excellent working relationships with internal & external customers.

For further information about this and many other great opportunities in Wealth Management, please contact Synchronicity Wealth.