At a Glance
- Tasks: Conduct detailed research and analysis for clients' financial planning needs.
- Company: Award-winning Wealth Management firm with luxurious offices.
- Benefits: Competitive salary, career progression, and a supportive team environment.
- Other info: Opportunity to work closely with Chartered Financial Planners and develop your career.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Diploma Status in Financial Services and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm?
Do you want to work with successful Consultants dealing with sophisticated Private Clients?
If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you.
Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients.
Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options.
You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling.
You will have extensive client contact and be involved in meetings.
You will produce bespoke reports that provide clear information for clients and introducers.
The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status.
You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills.
You will be able to explain complex solutions clearly and produce comprehensive reports and analysis.
This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm.
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Paraplanner (Pensions Management) in London employer: Brevere Group
Join a prestigious Wealth Management firm that values your expertise and offers a collaborative work environment in luxurious offices. With a strong focus on employee development, you will have the opportunity to progress towards Chartered Status while working closely with experienced Consultants on sophisticated financial planning for Private Clients. Enjoy a culture that promotes holistic financial solutions and fosters meaningful client relationships, making this an ideal place for skilled Paraplanners to thrive.
