Paraplanner - Hampshire, United Kingdom - Synchronicity Group

Description

Join Our Team as a Paraplanner at a Leading Chartered Financial Planning Firm!

• We are seeking an experienced Paraplanner (3+ years) to join our client's team located in the South of England.
• We are looking for a career-Paraplanner with High Net Worth (HNW) experience.
• You should have a proven track record in providing advanced technical paraplanning services, including creating cash flow models and generating high-quality suitability reports.
• Strong technical knowledge in key areas of financial planning, such as tax and investments, is essential.
• In this role, you will have the opportunity for client interaction, discussing research and report timelines, and participating in client meetings as needed.
• As a senior member of the Paraplanning team, you will lead team meetings and provide guidance to junior team members, working closely with the Head of Paraplanning.
• A Level 4 qualification (preferably CII) is a minimum requirement, and support will be provided to help you achieve Chartered status.
• This is a hybrid-working position, with 2 days required in the office each week.