Synchronicity Group

Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home. With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals. You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for. Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits. For a confidential discussion to find out more, apply now!

Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home. With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals. You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for. Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits. For a confidential discussion to find out more, apply now!

Paraplanner - St Albans Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? This is a fantastic role, working directly with a highly successful Financial Adviser who has one of the largest client books in the business. We are looking for a high calibre Paraplanner with excellent communication skills and the ability to troubleshoot, multi-task and process work in a timely and efficient manner. Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK. They are looking for an experienced, career Paraplanner with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required. This is a key hire for the team and will likely involve some more senior responsibilities such as helping to train other members of the team, leading Pod meetings and undertaking peer reviews, as well as getting involved in project work to further improve systems and processes. The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning. A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF), ideally working towards Chartered status, or at least eager and willing to undertake advanced exams. This is a great opportunity for someone who wants to work in a dedicated Paraplanning role, supporting a highly successful Advisor with their HNW client base, and take on some more senior responsibilities within the team to progress your career.

Paraplanner - Newcastle Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? Our client is looking for a Paraplanner with at least 3 years experience to join their team in Newcastle. Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK. They are looking for Paraplanners with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required. The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning. A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF).

Synchronicity Financial Services are working with a highly reputable and fast growing independent financial advice firm who are part of a larger group with a great reputation. They are looking for an experienced Senior Financial Adviser to join their business. You will inherit HNW clients and benefit from their existing introducer relationships and business development avenues. There is opportunity to take on leadership responsibilities of the team if you wanted to, although that is not essential. They are looking for someone who is able to bring a client book of at least £30m AUM over the first 3 year period (post restrictive covenants) and will offer a bespoke bonus package of up to 100% of salary depending on experience and AUM. You will enjoy Chartered Paraplanning and dedicated Admin support. This firm have a clear future plan, they do not intend to sell, merge or have private equity involvement - this is a really exciting, long-term opportunity for someone and their clients to have long-term security. Ideally you will be Chartered (CII, CISI or LIBF) or within 18 months of achieving Chartered status. This role is offered on a hybrid basis with 2-3 days a week in the office. Salary advertised is basic salary - there is a lucrative bonus scheme and benefits package on top.

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Southampton office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

Our client is seeking a CII Chartered Financial Planner to inherit and continue to grow and existing book of clients based around Hertfordshire, Bedfordshire, Northamptonshire, Cambridgeshire and Lincolnshire. This role will be based predominantly from the St Albans office and require travel around the region with some time spent in the short term in the Lincolnshire office. Whist there are clients to inherit and you will need to develop an internal and external network of introducer's to help grow this further. You will be focusing on high-value and complex relationships, developing solutions for complex financial planning needs. Requirements - CII Chartered or very close to - Experience advising HNW/Complex clients with current Competent Adviser Status. - Strong sales record with proven experience of winning new business Hybrid working is available with the majority of office time spend in St Albans and travel around the region. A plethora of benefits are on offer including a competitive bonus scheme, as well as salary reviews every 6 months and a clear progression path.

Our client is on a mission to make high quality financial planning advice affordable and accessible to everyone. Backed by a household name and already achieving great things, they are now seeking an additional experienced Senior Paraplanner to help deliver the next generation of financial advice. This is an exciting broad and varied senior role, within a rapidly growing company. Day to day, the Senior Paraplanner will play a key role in designing, building and improving the advice delivery and processes to ensure they are providing a world class customer experience. The role has significant potential for progression and the ideal candidate will be someone who prides themselves on delivering the highest quality of financial advice, is highly technical whilst also passionate about improving the systems and processes that sit around financial planning, with a technological mindset. Leadership experience is a plus, although not essential. Day to day you will be: Responsible for delivering high quality financial advice to customers Undertaking cashflow modelling Working on replacement business analysis Responding to technical client queries Designing and refining processes and ways of working Helping to train, support and manage more junior colleagues and admin support Using your initiative to re-design processes and automate as much as possible. Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively. You should be someone who gets excited by complex problems and can find creative ways to solve them. You should be able to digest complexity and develop a plan to move forward, without losing sight of the important details. You should have a bias towards action and getting things done. Required Minimum CII/CISI/LIBF Level 4 qualifications, ideally working towards Chartered Level 6 qualifications 4 years+ industry experience Cashflow modelling experience Broad range of experience in many areas of advice (pensions, VCTs/EIS, protection and everything in between) Our client offers flexible working with 2 days a week working from home and flexibility to spend additional days working from anywhere, within the UK or another country. As a growing company, there is ample opportunity to progress your career and enjoy continued development as well as become part of their share incentive plan, in addition to a bonus scheme.