Paraplanner (Hybrid) | Complex Case Specialist

Paraplanner (Hybrid) | Complex Case Specialist

Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Synchronicity Group

At a Glance

  • Tasks: Deliver high-quality financial planning and collaborate closely with an Adviser.
  • Company: Synchronicity Group, a dynamic firm in Exeter with a focus on teamwork.
  • Benefits: Competitive salary, excellent bonuses, and flexible hybrid working model.
  • Other info: Flexible work environment with opportunities for professional growth.
  • Why this job: Join a supportive team and make a real impact in financial planning.
  • Qualifications: Level 4 Diploma in Financial Planning and prior Paraplanning experience.

The predicted salary is between 40000 - 50000 £ per year.

Synchronicity Group is seeking a Paraplanner in Exeter with a salary range of £40,000 - £50,000 plus excellent benefits and bonuses. This role involves delivering high-quality financial planning work closely with an Adviser, focusing on both research and client financial plans.

The ideal candidate will have a Level 4 Diploma in Financial Planning and prior experience in a Paraplanning role. The firm offers a flexible hybrid working model, allowing personnel to manage their workloads collaboratively and effectively.

Paraplanner (Hybrid) | Complex Case Specialist employer: Synchronicity Group

Synchronicity Group is an exceptional employer, offering a dynamic work culture that prioritises collaboration and flexibility, particularly in the role of Paraplanner. With a competitive salary and a comprehensive benefits package, employees are encouraged to grow professionally through ongoing training and development opportunities, all while enjoying the vibrant atmosphere of Exeter.

Synchronicity Group

Contact Details:

Synchronicity Group Recruitment Team

We think you need these skills to ace Paraplanner (Hybrid) | Complex Case Specialist

Financial Planning
Research Skills
Client Management
Level 4 Diploma in Financial Planning
Paraplanning Experience
Collaboration
Workload Management