https://jobs.co.uk/job/paraplanner-synchronicity-group--d7652f37-17b6-43a8-afd7-7e1f44307afd RSS feed for Paraplanner at Synchronicity Group. en-gb Wed, 02 Sep 2026 03:25:06 GMT https://jobs.co.uk/job/paraplanner-synchronicity-group--d7652f37-17b6-43a8-afd7-7e1f44307afd https://jobs.co.uk/job/paraplanner-synchronicity-group--d7652f37-17b6-43a8-afd7-7e1f44307afd Tue, 01 Sep 2026 11:53:21 GMT Location: Nottinghamshire | Salary: 10000-500000 Annual | Type: Permanent | Paraplanner, Nottinghamshire. Up to £60,000 plus benefits and Bonus We are working with a well-established wealth management practice, attached to a highly respected legal firm, to recruit a Paraplanner. They provided independent holistic advice to clients, focused on ensuring a high level of service and meeting clients financial needs and objectives. Business is generated largely through word of mouth, an established solicitors practice, and advisers'' own introducer relationships. The role: Prepare Suitability Reports and process new and existing business across Investments, Pensions, Trusts and IHT Planning, with some exposure to Equity Release and Protection. Support advisers with technical research, cash flow modelling and annual client reviews. Ensure business is processed compliantly and efficiently, in line with the firm''s policies and FCA regulations. Liaise with product providers, clients and industry professionals as required. Work as part of a wider Wealth Management Support Team. About you: Ideally level 4 (Diploma) qualified. Chartered status would be a bonus. Strong technical knowledge across Investment Bonds, Pensions, Trusts and IHT planning. A technical all-r... Permanent