Job Description
Company Description
Synthesis 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 Description
This 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.
Qualifications
* Administrative support and report preparation skills
* Research and data analysis skills
* Knowledge of financial planning concepts
* Proficiency in Report Writing
* Excellent organizational and time management abilities
* Strong attention to detail and accuracy
* Proficiency in Microsoft Office Suite
* Effective communication and interpersonal skills
* Experience in the finance or wealth management industry
* Ability to work well in a team environment
* Relevant certification or degree in Finance or related field