Holistic Wealth Manager

1 week ago


London, Greater London, United Kingdom Brevere Group Full time
Join Our Team
Brevere Group is seeking a skilled Paraplanner to join our expanding team. This is an exciting opportunity to play a key role in delivering first-class service to sophisticated clients.

About Us
Brevere Group is a well-respected firm in the industry, dedicated to providing innovative solutions for high net worth clients. Our team is passionate about delivering exceptional service and building long-term relationships.

The Role
This is a challenging yet rewarding opportunity to work closely with our Principle to develop and deliver holistic financial services. As a Paraplanner, you will be responsible for:
  • Providing expert analysis across various financial planning areas, including retirement, investment, estate, and tax.
  • Delivering comprehensive services, acting as the main point of contact for technical issues, and collaborating with advisors, clients, and intermediaries.

Your Background
To succeed in this role, you will need:
  • Chartered Status and extensive experience in technical/paraplanning work.
  • Expertise in areas such as pensions (transfers, divorce, lifetime allowance), investments (VCT/EIS/BPR & discretionary management), estate, tax, and trust work.
  • Strong knowledge of cash flow modelling and relevant financial planning software.

What We Offer
Brevere Group offers a competitive salary of £65,000 per annum, plus opportunities for professional development and progression. We value diversity, equity, and inclusion in the workplace and are committed to creating a culture where everyone feels valued and empowered to contribute their best work.

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