Technical Paraplanner

Technical Paraplanner, Essex or Norwich. Up to £65,000 plus Benefits and Bonus

Are you a technically strong Paraplanner looking to really apply your expertise, with a genuine route into advice if that's a direction you've been considering? Our client is looking for a Technical Paraplanner to work closely with a dedicated Adviser on more complex cases for a predominantly high net worth client base.

This is a genuinely technical role rather than one focused on high volumes of straightforward work, giving you the scope to get properly stuck into complex cases. Alongside the day-to-day paraplanning, there is a structured pathway into a Trainee Adviser role within 12 to 18 months for the right individual, making this a real step forward for someone considering that move.

The role

• Provide technical paraplanning support on complex cases for HNW clients.
• Work closely with a dedicated Adviser, building strong technical and working knowledge together.
• Prepare suitability reports and undertake in-depth research to support recommendations.
• Progress towards a Trainee Adviser pathway over 12 to 18 months, for those who want it.

About you

• Level 4 qualified.
• Strong technical paraplanning background, comfortable working on complex cases.
• Genuinely interested in developing towards an advice role over time.
• Well organised, with strong attention to detail.

Hybrid working, 3 days in the office with some flexibility on this, though a greater office presence would be expected during the first few months.

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