Synchronicity Group

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 .

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 .

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 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 .

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 .

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 .

Are you an experienced pensions administrator looking to take the next step in your career? Are you a senior administrator within the pensions space and seeking an exciting new challenge? If so, then look no further! We are currently partnered with one of the leading organisations in the country, supporting them in their search to appoint pension administration experts to help lead the team's growth through 2026 as they incorporate new schemes into their portfolio. In these roles, general responsibilities would be to deal with pension scheme members, explaining how their pension works, handling complex calculations and keeping up to date with changes in the world of pensions. The majority of the portfolio is made up of Defined Benefit schemes and therefore experience in delivering administration services to these clients is of paramount importance. Please note that due to the seniority of this role, our client is seeking individuals who have strong exposure to checking the works of their colleagues/team and ensuring accuracy and efficiency across pensions administration. Further responsibilities will include: Delivering pragmatic solutions and applying a logical approach to problem solving Supporting and developing team members Preparing helpful and informative documentation Talking to pension scheme members, clients and third parties Guiding scheme members through their pension journey. Providing support to the Team Leader Doing/checking of calculations and assisting team members with difficult cases and non-standard queries. 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!