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.
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
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. xsabvtc Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial PlanningBy applying for this role, you agree that we will hold and process your details in line with our Privacy Policy.
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Technical Paraplanner in Vauxhall 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.
