At a Glance
- Tasks: Conduct detailed research and analysis for sophisticated private clients' financial planning.
- Company: Award-winning Wealth Management firm with luxurious offices and a collaborative team.
- Benefits: Competitive salary, career progression, and extensive client interaction.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Join a market-leading firm and make a real impact on clients' financial futures.
- Qualifications: Diploma Status in Paraplanning and strong knowledge of Pensions and Investments.
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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Technical Paraplanner in London employer: Brevere Group
Join a leading IFA practice that prides itself on delivering exceptional Wealth Management services in a professional and client-focused environment. As an Administration & Operations Manager, you will benefit from a supportive work culture that encourages personal growth and development, while playing a pivotal role in enhancing our service offerings for high-net-worth clients. With a commitment to excellence and a proactive approach, this is an opportunity to thrive in a dynamic team dedicated to providing first-class service.
