Wealth Management Paraplanner

1 day 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 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.
Requirements:
  • 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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