Company DescriptionSynthesis Wealth Management is an independent wealth management firm based in Bath that offers collaborative financial planning solutions to help clients make informed decisions and enhance their life choices. The firm values the trust clients place in them to safeguard their future.Role DescriptionThis is a full-time hybrid role for an Administrator/Paraplanner at Synthesis Wealth Management. The role involves assisting with administrative tasks, preparing client reports, conducting research, and supporting the financial planning process. We offer flexibility in the work environment.QualificationsAdministrative support and report preparation skillsResearch and data analysis skillsKnowledge of financial planning conceptsProficiency in Report WritingExcellent organizational and time management abilitiesStrong attention to detail and accuracyProficiency in Microsoft Office SuiteEffective communication and interpersonal skillsExperience in the finance or wealth management industryAbility to work well in a team environmentRelevant certification or degree in Finance or related field