Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Transform adviser notes into financial strategies and draft detailed reports.
- Company: Join a thriving regional Chartered financial planning firm focused on client success.
- Benefits: Enjoy a supportive team environment with opportunities for career progression.
- Why this job: Be part of a close-knit team that values excellence and collaboration.
- Qualifications: Level 4 Diploma in Financial Services; knowledge of financial products is essential.
- Other info: Work in Devon or Somerset, with flexible office days.
The predicted salary is between 36000 - 60000 £ per year.
Are you a detail-oriented, client-focused Paraplanner ready to take the next step in your career? We’re looking for a skilled Paraplanner to join a thriving financial services team of a regional Chartered financial planning firm.
Your Day-to-Day:
- Translate adviser meeting notes into effective financial strategies
- Research and analyse data to create tailored solutions
- Draft comprehensive Suitability Reports and supporting documents
- Collaborate with technical and compliance leads for best-practice guidance
- Maintain high standards of accuracy, compliance, and client service
- Support case loading, system processes, and team collaboration
What You’ll Need:
- Level 4 Diploma in Financial Services (working towards Level 6 is a plus)
- Knowledge of financial products and up-to-date with FCA regulations
- Excellent attention to detail and analytical skills
- Strong time management, organisation, and communication abilities
- Confident using financial planning software and tools
Who You Are:
- You take ownership of your work and aim for excellence
- You’re supportive, proactive, and thrive in a team setting
- Calm under pressure and logical in problem-solving
- Eager to grow and contribute to a collaborative, professional environment
Location: Devon or Somerset with 3 days a week in a local office.
A dynamic opportunity with a close-knit, growth-oriented financial planning firm, open to offering progression into Advice for the right person.
Paraplanner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and financial products. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Practice translating complex financial concepts into simple terms. Being able to communicate effectively with clients and team members is crucial for a Paraplanner, so honing this skill can set you apart.
✨Tip Number 3
Network with professionals in the financial services industry. Attend local events or join online forums to connect with others in the field, which can lead to valuable insights and potential job referrals.
✨Tip Number 4
Showcase your attention to detail by preparing a mock Suitability Report. This practical demonstration of your skills can impress interviewers and give them confidence in your abilities as a Paraplanner.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your Level 4 Diploma in Financial Services and any knowledge of financial products or FCA regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and analytical skills. Mention specific examples of how you've translated adviser meeting notes into effective financial strategies or drafted Suitability Reports.
Showcase Team Collaboration: In your application, highlight experiences where you collaborated with others, especially in a financial services context. This will demonstrate your ability to thrive in a team setting, as mentioned in the job description.
Proofread for Accuracy: Before submitting your application, thoroughly proofread all documents to ensure there are no errors. Given the emphasis on accuracy and compliance in the role, this will reflect your commitment to high standards.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved client outcomes.
✨Demonstrate Your Knowledge of Financial Products
Make sure you brush up on the latest financial products and FCA regulations before the interview. Being able to discuss these confidently will show that you're proactive and knowledgeable in your field.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to work under pressure. Think of scenarios where you had to analyse data or draft reports, and be ready to explain your thought process.
✨Emphasise Team Collaboration
Since the role involves working closely with advisers and compliance leads, highlight your experience in team settings. Share examples of how you've contributed to team success and supported colleagues in achieving common goals.
