Technical Paraplanner

Technical Paraplanner, Newcastle (hybrid). Up to £45k plus benefits and annual bonus.

Excellent opportunity has arisen for a Senior/Technical Paraplanner within an Independent Wealth Management Firm who provide whole-of-market, holistic advice to Mid-HNW clients. They are looking for an experienced client facing Paraplanner to work closely with their Advisers, supporting them with their client portfolio (individual & corporate) and working closely with other Paraplanners and Administrators in providing a highly effective service to clients. This is also a great opportunity to progress in to an Adviser role over time if wanted.

The role:

• Attending new and existing client meetings taking notes and producing meeting documentation.
• Writing complex and bespoke high quality suitability reports and financial plans to meet clients financial objectives.
• Carry out in-depth research for suitable products and sourcing solutions to meet clients financial goals.
• Prepare and present cashflow analysis.
• Analysing client portfolios to ensure they are on track and meeting agreed expectations.

To apply:

• You must have worked in a similar Paraplanning role and have a strong understanding of investment products.
• Level 4 qualified.
• Excellent experience of writing detailed suitability and client reports.
• Previous Cashflow modelling experience.
• Strong communicator, detail orientated and customer focused.

For further information about this and many other great opportunities in Financial Services, please contact Andrew Stark at Synchronicity Wealth.