At a Glance
- Tasks: Support Financial Planners with high net worth cases and prepare detailed suitability reports.
- Company: Brevere Group, a leading financial services firm in London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a fast-paced financial environment.
- Why this job: Join a dynamic team and make a real difference for high net worth clients.
- Qualifications: Extensive knowledge of pensions, investments, and client management experience preferred.
The predicted salary is between 50000 - 65000 £ per year.
Brevere Group in London is seeking a Senior Paraplanner to strengthen the Paraplanning and Technical team.
You will support Financial Planners on high net worth cases, conduct in-depth analysis, and prepare comprehensive suitability reports.
The role requires extensive knowledge of pensions, investments, tax and estate planning, with client management experience and Chartered status preferred.
You will deliver a bespoke service to HNW clients while upholding compliance and accuracy.
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Senior Paraplanner & Client Portfolio Lead 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.
