Brevere Group is seeking a skilled Paraplanner to join our Wealth Management team. You will support a Chartered Financial Planner, analysing client situations and developing retirement, investment, tax and protection options with cashflow modelling.
The role involves extensive client contact, meetings, and the production of bespoke reports to inform clients and introducers of complex solutions.
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Senior Paraplanner – Wealth Planning & Client Reporting in London employer: Brevere Group
Join an award-winning Wealth Management firm in London, where your expertise as a Senior Paraplanner will be valued and nurtured. With a strong commitment to professional development, you will work alongside like-minded professionals in a culture that prioritises excellence and bespoke client service. Enjoy the benefits of a supportive environment that encourages innovation and offers opportunities for growth within a respected team dedicated to high-net-worth clients.
