Synchronicity Financial Services are looking for an experienced Paraplanner to join our client to work directly with a senior Financial Planner who we placed with them.

It’s a great opportunity to be a dedicated Paraplanner to a highly successful and knowledgeable Financial Planner and deal with HNW complex cases (average £2m+).

There is opportunity to be client facing occasionally and they will support progression into Advice over time if this is something you wanted.

They are offering this role on a hybrid basis with 1-2 days a week in the Glasgow office after the initial 3-6 month onboarding process (ideally 4 days a week during that period).

Requirements

• Minimum level 4 qualification in financial planning
• 3+ years Paraplanning experience
• Willingness to continue study towards Chartered status