At a Glance
- Tasks: Assist in managing high net worth client portfolios and conduct detailed financial analysis.
- Company: Award-winning Chartered Financial Planning firm in London with a professional culture.
- Benefits: Competitive salary reflecting seniority and opportunities for skill development.
- Other info: Dynamic role with a focus on pensions, investments, and bespoke client service.
- Why this job: Join a respected firm and make a real impact in wealth management and financial planning.
- Qualifications: Extensive technical knowledge and experience in paraplanning and client relationship management.
The predicted salary is between 60000 - 75000 £ per year.
Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients.
Your role will be to work with the Director of Financial Planning and assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients' current situation. You will then compile the information into suitability reports and work in conjunction with the Director to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements.
You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. Your work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning.
The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry.
Technical Paraplanner 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.
