Senior Paraplanner β€” Path to Chartered Financial Planner

Senior Paraplanner β€” Path to Chartered Financial Planner

Full-Time No working from home possible
Brevere Group

Brevere Group in Greater London is seeking a skilled Paraplanner to join its team in delivering holistic financial planning for private clients. The successful candidate will conduct detailed research, produce bespoke reports, and engage directly with clients while working alongside a Chartered Financial Planner.

The role demands a Diploma Status with progression to Chartered Status and a deep understanding of Pensions and Investments. An opportunity to further one's career in a market-leading Wealth Management firm is offered.

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Brevere Group

Contact Details:

Brevere Group Recruitment Team