Wealth Management Paraplanner

2 days ago

London, Greater London, United Kingdom Brevere Group Full time
Paraplanner - Wealth Management

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 holistic technical and Paraplanning services to clients
  • Provide insight and analysis on available financial planning options
  • Guide clients on market trends and future projections
  • Work closely with the Head of Wealth Management to deliver high-quality services
  • Manage a complex and diverse caseload
Requirements:
  • Chartered Status or close to achieving it
  • Strong technical knowledge covering Pensions, Investments, Tax, and Protection
  • Excellent communication skills
  • IT literacy
  • Ability to work in a fast-paced environment

We are looking for a dedicated and career-driven Paraplanner who is committed to further professional development. If you are passionate about delivering exceptional client service and have a strong technical background, we encourage you to apply.

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