Paraplanner - Manchester, United Kingdom - Synchronicity Group

Synchronicity Group

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location:
Manchester
Synchronicity is working with a leading Wealth Manager who have a national presence providing industry leading services.

Alongside being very progressive, this company operates a client first approach, and looking for a senior Paraplanner who carries a similarethos.

Due to great success across the business and the Mnachester office are looking for an experienced Paraplanner to provide a high level support role for the business.

This company prides themselves on a friendly culture with an ambitious and professional approach, with a combined team effort of a premium service.

Our client significantly values their employees and ensure a healthy work-life balance with flexible workingand they are open to how this might look.

They support any staff wanting to progress over time and have home-grown many advisors who are doing extremely well here.

This opportunity can therfor provide the right person with great career scope moving forwardas the business expands.

The Role

This role itself will be working closley with the Advisors to give top quality support at a technical level to their HNW clients.

There are a variety of cases including Retirement Planning, IHT, Estate Planning, Investments.

Due to the level of clients,you will be expected to be a technically competent and comfortable dealing with cases at this level.

You will also receive administration support from the beginning.

Alongside the existing client portfolio, there is a requirement to develop business from through client referrals and building on relationships in place with local professional firms/individuals with the aim to grow your book.

The Required Skills:

A strong amount of Paraplanning experience dealing with HNW clients
Level 4 Diploma in Financial Planning is a minimum but ideally you will be Chartered qualified or working towards being Chartered
Personable professional who is comfortable dealing with clients both written and verbally
A strong understanding and knowledge of all financial planning products
An ethical approach to financial planning truly valuing giving high quality advice