Synchronicity Group jobs

Wealth Planner, Cheltenham. c£80,000 + Excellent Bonus & Benefits We are partnering with a highly regarded wealth management firm to recruit a Wealth Planner into their Cheltenham office. This is a business with a strong, established culture where people tend to stay for the long term. Good people, no politics, and a genuine commitment to doing things properly. There are no new business targets, no expectation to build your own client book, and no BD pressure. Clients are won and managed by the Investment Managers and the Wealth Planner's role is to provide expert technical financial planning advice to support those relationships as required. This is an excellent opportunity for a technically strong planner who wants to do great work in a well-run, low-pressure environment and be well rewarded for it. The role: - Provide technical wealth planning advice to support Investment Managers and their clients in Cheltenham and Bristol - Deliver holistic financial planning across pensions, investments, tax planning, protection and estate planning - Accompany Investment Managers to client meetings, networking events and BD meetings in a supporting capacity - Work independently and collaboratively as part of a growing regional team - Build strong internal relationships with Investment Managers across the business To apply: - Level 4 qualified (Chartered or progressing towards a distinct advantage) - Experienced in delivering high-quality technical financial planning advice - Comfortable operating in a support-focused role without direct client ownership - Experience working alongside or in support of Investment Managers advantageous - Self-motivated, able to work independently without close supervision - Strong interpersonal skills and the ability to build trusted internal relationships - A genuine team player who will embrace being part of a wider, growing business For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .

Financial Adviser, Oxfordshire. Highly Competitive Salary, plus Bonus and Benefits We are working with a Chartered firm who is looking to appoint a qualified Financial Adviser to cover Oxfordshire and the surrounding areas. This is an employed role within a well-established, growing organisation that focuses on building, developing and maintaining excellent client relationships. The role: - Manage existing client relationships and build new business - Benefit from a consistent flow of high-quality leads through established introducers and an internal lead and referral network, allowing you to focus on delivering advice rather than self-generating business - Deliver holistic financial planning advice across pensions, investments and protection - Promote the value of ongoing advice and long-term financial planning - Maintain high professional and regulatory standards, including Consumer Duty obligations - Initially focus on converting leads provided; after an initial period, you will be allocated an existing client bank to manage About you: - Chartered status or progressing towards - Strong track record of building and maintaining lasting client relationships and creating comprehensive financial plans - Broad knowledge across pensions, investments and protection - Confident communicator with strong organisational skills For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .

Paraplanner to Trainee Financial Adviser, Surrey. £45,000 to £55,000 plus Benefits and Bonus We are working with a well-established, independent, directly authorised financial planning firm seeking an experienced Paraplanner who is ready to take the next step towards becoming a fully qualified Financial Adviser. This is a genuine development opportunity within a growing firm that is committed to investing in the right person and supporting their progression into advice. The Role - This is a dual-function role, combining hands-on paraplanning with a structured pathway into client-facing advice. - You will work closely within a pod-based team alongside one or two advisers, with a senior adviser gradually introducing you to their client bank and transitioning clients across to you as your confidence and competence develop. - Day-to-day, you will be responsible for producing high-quality suitability reports, cashflow modelling, research and technical analysis across a broad range of holistic financial planning cases. - Clients are predominantly professionals at or approaching retirement, with a focus on HNW individuals, and the firm covers all areas of advice including protection (but not mortgages). - This is a firm where progression is earned through quality of work, client relationships and a genuine commitment to doing right by the client. About You - Level 4 Diploma qualified (or close to completion) is essential, alongside a solid paraplanning background and sound product knowledge. - You will have strong analytical skills, excellent attention to detail, and be a confident communicator (verbally and in writing), with experience of cashflow modelling. - Client-facing experience is desirable but not essential. - You will be someone who thrives in a collaborative environment, communicates well with both colleagues and clients, and is motivated by the opportunity to build a long-term career within a firm that will back your development. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .

Trainee Financial Adviser, Berkshire. c£50,000 plus Discretionary Bonus and Benefits We are working with a well-established, chartered, directly authorised independent financial planning firm seeking an experienced Paraplanner ready to take the next step into financial advice. This is an exceptional opportunity for someone who has the technical ability and the ambition to become a fully qualified adviser and wants to do so within a firm that will genuinely invest in their development. The Role - This is a structured development role designed to transition an experienced Paraplanner into a client-facing Adviser, with the goal of achieving CAS status as quickly as possible. - You will join in a dual role as Paraplanner and Trainee Adviser, progressively taking on more advisory responsibilities including shadowing advisers, attending client meetings, and ultimately managing your own client relationships. - Clients are introduced through referrals from an established and trusted network, so there is no cold business development. - Clients are predominantly professionals and business owners with average AUMs of £500k+. - You will have access to dedicated paraplanning and administrative support. About You - Level 4 Diploma qualified is essential, along with previous experience as a technical paraplanner. - Chartered status or progress towards is desirable, as is existing client-facing experience, though the right attitude and technical foundation matter most. - You will be someone who thrives in a client-centric environment, takes pride in the quality of work you produce, and genuinely wants to build long-term trusted relationships rather than simply transact. - This role will suit someone who is ready to grow, is committed to doing the right thing for clients, and wants to be part of a close-knit, values-driven team. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .

Paraplanner Buckinghamshire Up to £65,000 + Benefits and annual bonus We are working with a highly regarded, chartered financial planning firm seeking an experienced Technical Paraplanner to join their team. The practice specialises in working with High-Net-Worth clients, offering a sophisticated and comprehensive financial planning service. The Role - This is a technically demanding position in which you will work closely with 1 or 2 Advisers to deliver high-quality, fully researched client solutions across a broad range of complex cases. - You will conduct extensive research and produce technical assessments, suitability letters and full financial plans, including cashflow modelling, contingency planning, legacy and succession planning, and tax planning. - You will attend client meetings where appropriate, conduct in-depth meeting preparation, and produce follow-up reports and analysis, ensuring complex information is translated into clear and accessible client correspondence. - You will manage ongoing portfolio reviews, liaise with providers, maintain accurate client records, and obtain product quotes, illustrations and supporting literature, whilst ensuring all work meets compliance and high ethical standards. About You - Level 4 CII Diploma in Financial Planning (or equivalent) is essential for this role. - You will be a technically strong Paraplanner with experience working on complex cases for sophisticated, well-informed clients who may challenge advice. - You will take an analytical and methodical approach to client recommendations, with excellent attention to detail, strong data skills and the ability to prioritise effectively to meet deadlines. - Above all, you will bring professionalism, initiative and a genuine commitment to delivering outstanding outcomes for clients and contributing positively to the wider team. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .

Financial Adviser, Hampshire Up to £90,000 + Bonus + Equity (flexible for the right candidate) We are partnering with one of the UK's largest and most respected accountancy practices to expand its growing financial planning division. This is a rare opportunity for an experienced Financial Adviser to join an established, high-quality practice, with a genuine equity stake on offer, making this far more than just a job. On offer: - An existing client bank to inherit and develop - Equity stake, a genuine opportunity to share in the growth of the business - Bonus structure rewarding performance - Access to a steady flow of qualified leads through Practice offices - Client base with AUMs typically £250k+, with many HNW clients - Full paraplanning and administrative support provided The role: - Provide independent, holistic financial advice to new and existing clients - Assess client circumstances and deliver tailored strategies across pensions, investments, protection, and tax planning - Build and maintain long-term client relationships, acting as a trusted adviser - Leverage introducer relationships to develop your client bank and grow your portfolio About you: - Level 4 Diploma qualified in Financial Planning (Chartered status or working towards is a distinct advantage) - Mid-level Financial Adviser with a solid track record of building and managing client relationships - Previous experience working within or alongside an accountancy practice is desirable - Strong communicator, self-motivated, and able to manage your own workload - Solid knowledge across tax, protection, pensions and investment planning For further details about this and many other great opportunities within Financial Services , please contact Andrew Stark at Synchronicity Wealth .

Independent Financial Adviser, Nottingham/Lincolnshire. c£80,000 (Negotiable) plus Bonus and Benefits. We are working with a well-established, independent financial planning firm, who are looking to appoint an experienced Independent Financial Adviser into their Wealth Management team based in Lincolnshire. This is a genuinely attractive opportunity to join a growing business with a clear pathway to Associate and, ultimately, Partner level, including equity longer term. The firm has grown significantly in recent years and is progressing towards Chartered status. You'll be joining a team of 5 advisers within a wider team of 14, working alongside an experienced dedicated Paraplanner and benefiting from a steady flow of introductions generated through the firm's solicitor relationships and the Head of Wealth's own extensive network. The role: - You will take over an existing book of circa £12m across 40 clients. - Provide holistic financial advice across the board, with particular focus on IHT, business relief and pensions. - Deliver an ongoing service to existing clients, reviewing portfolios in line with agreed service arrangements. - Work with Partners and colleagues across the firm to develop new business, with a strong base of warm introductions and minimal cold BD required. - Build strong internal relationships with Partners and fee earners across the firm to support the flow of client introductions. - Maintain the highest standards of client care and ensure work is conducted compliantly and in line with FCA regulations. About you: - Level 4 Diploma qualified as a minimum; Chartered status desirable. - Able to demonstrate a strong track record of building and maintaining client relationships, and comfortable with both servicing and business development. - Self-starter, able to take ownership of client relationships and work independently. - No new business targets, but a proactive, relationship-focused approach is essential. For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .

Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint a Senior Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role In this role, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities - Supporting trustees with the ongoing governance of pension schemes - Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing - Managing annual regulatory reporting and governance processes - Carrying out adviser reviews and benchmarking exercises - Managing documentation controls and scheme communications - Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For - Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes - Knowledge of pensions governance and regulatory requirements - Strong organisational skills with the ability to manage multiple projects and deadlines - Excellent communication skills and experience working with senior stakeholders - Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!

Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint a Senior Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role In this role, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities - Supporting trustees with the ongoing governance of pension schemes - Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing - Managing annual regulatory reporting and governance processes - Carrying out adviser reviews and benchmarking exercises - Managing documentation controls and scheme communications - Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For - Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes - Knowledge of pensions governance and regulatory requirements - Strong organisational skills with the ability to manage multiple projects and deadlines - Excellent communication skills and experience working with senior stakeholders - Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!

An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities - Develop and win new adviser relationships capable of generating long-term SIPP business - Strengthen and grow existing introducer relationships across adviser firms - Build strong connections with advisers, paraplanners, research teams and support staff - Identify high-value opportunities through sound commercial judgement and market insight - Support proposition developments, including commercial property SIPPs - Manage suitable non-advised pension enquiries within regulatory guidelines About You - Proven business development experience within the SIPP and financial adviser market is essential - Strong existing network of financial advisers and intermediaries - Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure - Strong understanding of pensions regulation and adviser market dynamics - Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!

Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint a Senior Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role In this role, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities - Supporting trustees with the ongoing governance of pension schemes - Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing - Managing annual regulatory reporting and governance processes - Carrying out adviser reviews and benchmarking exercises - Managing documentation controls and scheme communications - Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For - Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes - Knowledge of pensions governance and regulatory requirements - Strong organisational skills with the ability to manage multiple projects and deadlines - Excellent communication skills and experience working with senior stakeholders - Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!

Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint a Senior Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role In this role, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities - Supporting trustees with the ongoing governance of pension schemes - Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing - Managing annual regulatory reporting and governance processes - Carrying out adviser reviews and benchmarking exercises - Managing documentation controls and scheme communications - Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For - Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes - Knowledge of pensions governance and regulatory requirements - Strong organisational skills with the ability to manage multiple projects and deadlines - Excellent communication skills and experience working with senior stakeholders - Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!

If you've built your career around Defined Benefit pensions, particularly in funding and investment and you're starting to wonder what life looks like beyond consultancy, this might be worth a conversation. I'm currently working on a DB CRM role with a leading provider, and it offers something a little different. - You'll inherit an established portfolio of DB clients - You'll focus on relationship management and strategic oversight, not business development - No billable hours. No revenue targets. Instead, this is about becoming a trusted partner to schemes, helping them navigate funding, investment, and long-term objectives within a provider environment that's actively evolving. The organisation is in a growth phase, with several new propositions coming to market. That means you'll have the opportunity to be part of something forward-thinking, rather than simply maintaining the status quo. This would suit someone currently in consultancy, or perhaps someone who has already moved into a professional trustee firm, who enjoys the client-facing side of the work but is now looking for a shift in pace, focus, and structure without losing the technical depth that makes DB pensions interesting. I appreciate there may be some hesitancy, given the ongoing discussion around DB schemes moving towards buy-out and what that means for the market. While that journey is very real, it's also driving a significant amount of activity around funding, investment strategy, and endgame planning. If you're open to hearing more, I'd love to set up a conversation, let's talk!

Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint a Senior Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role In this role, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities - Supporting trustees with the ongoing governance of pension schemes - Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing - Managing annual regulatory reporting and governance processes - Carrying out adviser reviews and benchmarking exercises - Managing documentation controls and scheme communications - Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For - Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes - Knowledge of pensions governance and regulatory requirements - Strong organisational skills with the ability to manage multiple projects and deadlines - Excellent communication skills and experience working with senior stakeholders - Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!