Wealth Management Paraplanner
2 days ago
We are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.
Key Responsibilities:- Deliver technical and Paraplanning services to clients, providing insight and analysis on available financial planning options.
- Work closely with the Head of Wealth Management to provide guidance on market trends and future projections.
- Manage a complex and diverse caseload, providing technical insight and research for Consultants and Administration staff.
- Develop and maintain strong relationships with clients, providing exceptional customer service and support.
- Chartered Status or close to achieving it.
- Strong technical knowledge covering Pensions, Investments, Tax, and Protection.
- Excellent communication and IT skills.
- Ability to work in a fast-paced environment and manage multiple priorities.
This is an excellent opportunity for a dedicated and career-driven Paraplanner looking for greater responsibility and challenge within a leading firm. If you are passionate about delivering exceptional client service and have a strong technical background, we encourage you to apply.
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Wealth Management Paraplanner
2 weeks ago
London, Greater London, United Kingdom Brevere Group Full timeParaplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...
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Wealth Management Paraplanner
2 weeks ago
London, Greater London, United Kingdom Brevere Group Full timeParaplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...
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Wealth Management Paraplanner
2 days ago
London, Greater London, United Kingdom Brevere Group Full timeParaplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...
-
Wealth Management Paraplanner
2 days ago
London, Greater London, United Kingdom Brevere Group Full timeParaplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...
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Wealth Management Paraplanner
6 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeParaplanner Opportunity at Jenson Fisher Consulting LtdOur client, a prestigious multi-award winning Wealth & Investment Management firm, is seeking a skilled Paraplanner to join their team as part of a new growth phase. The company is committed to being the best wealth manager for families and offers a wide range of services to help clients save, plan, and...
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Wealth Management Paraplanner
6 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeParaplanner Opportunity at Jenson Fisher Consulting LtdOur client, a prestigious multi-award winning Wealth & Investment Management firm, is seeking a skilled Paraplanner to join their team as part of a new growth phase. The company is committed to being the best wealth manager for families and offers a wide range of services to help clients save, plan, and...
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Wealth Management Paraplanner
5 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeParaplanner Opportunity at Jenson Fisher Consulting LtdOur client, a prestigious multi-award winning Wealth & Investment Management firm, is seeking a skilled Paraplanner to join their team as part of a new growth phase. The company is committed to being the best wealth manager for families and offers a wide range of services to help clients save, plan, and...
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Wealth Management Paraplanner
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London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeParaplanner Opportunity at Jenson Fisher Consulting LtdOur client, a prestigious multi-award winning Wealth & Investment Management firm, is seeking a skilled Paraplanner to join their team as part of a new growth phase. The company is committed to being the best wealth manager for families and offers a wide range of services to help clients save, plan, and...
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Wealth Management Paraplanner
5 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeParaplanner Opportunity at Jenson Fisher Consulting LtdOur client, a prestigious multi-award winning Wealth & Investment Management firm, is seeking a skilled Paraplanner to join their team as part of a new growth phase. The company is committed to being the best wealth manager for families and offers a wide range of services to help clients save, plan, and...
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Wealth Management Paraplanner
3 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeParaplanner Opportunity at Jenson Fisher Consulting LtdOur client, a prestigious multi-award winning Wealth & Investment Management firm, is seeking a skilled Paraplanner to join their team as part of a new growth phase. The company is committed to being the best wealth manager for families and offers a wide range of services to help clients save, plan, and...
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Financial Paraplanner
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London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Financial ParaplannerCompany: Artemis Recruitment Consultants LtdLocation: LondonJob Type: Full-timeAbout the Role:We are seeking a highly skilled Financial Paraplanner to join our Wealth Management team in London. As a Financial Paraplanner, you will play a crucial role in providing bespoke financial advice to individuals and...
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Senior Paraplanner
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Senior Paraplanner
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Financial Paraplanner
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Financial Paraplanner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...
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Financial Paraplanner
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London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...
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Financial Paraplanner
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London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...
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Financial Paraplanner
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London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...