https://jobs.co.uk/job/paraplanner-synchronicity-group--22a6218e-b1b0-42c8-8e17-5d813f138692 RSS feed for Paraplanner at Synchronicity Group. en-gb Fri, 14 Aug 2026 22:11:56 GMT https://jobs.co.uk/job/paraplanner-synchronicity-group--22a6218e-b1b0-42c8-8e17-5d813f138692 https://jobs.co.uk/job/paraplanner-synchronicity-group--22a6218e-b1b0-42c8-8e17-5d813f138692 Fri, 14 Aug 2026 11:52:12 GMT Location: Cambridge | Salary: 40000.00-40000.00 Annual | Type: Permanent | Paraplanner, Cambridge. Competitive Salary plus Excellent BenefitsWe are working with a well-established Chartered Financial Planning firm, to recruit a Paraplanner into their Cambridge office. Working closely on a 1 to 1 basis with an Adviser as part of a team comprising an Adviser, Account Manager, Paraplanner and Administrator. Occasionally attending client meetings as required. The role:Provide comprehensive paraplanning support, including report writing, research and generating suitability letters tailored to client goals.Conduct whole of market research to identify suitable financial products, maintaining thorough records of recommendations and supporting documentation.Handle client and adviser queries, support with portfolio performance and annual reviews.Interpret and process information from adviser meetings, liaising with providers to progress cases.Ensure all work is compliant with FCA regulations and internal policies.About you:Level 4 Diploma in Financial Planning required.Must have previous experience gained in a paraplanning role.Confident using Intelligent Office, with cash flow modelling through IO and Voyant.Strong working knowledge of FCA regulations.Hybrid worki... Permanent