Brevere Group is seeking an experienced Paraplanner to join our growing financial planning team on a hybrid basis. You will support one Financial Adviser with technical research, suitability report writing, and comprehensive recommendations across varied client cases.
The ideal candidate has at least 2 years' report-writing experience, Level 4 Diploma or working towards it, and strong knowledge of pensions, investments, protection, trusts, and personal taxation.
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Experienced Paraplanner — Hybrid & Complex Financial Planning in Stafford 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.
