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Paraplanner/Technical Specialist

Brevere Group
Posted 3 days ago, valid for 9 hours
Location

Harrow, Greater London HA1 4EG

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This opportunity is for a skilled Financial Services specialist seeking a Paraplanning role with a successful Wealth Management firm.
  • The position involves working alongside a Chartered Financial Planner to manage a diverse portfolio of private clients.
  • Candidates should have achieved Diploma Status and be progressing to Chartered Status, with extensive knowledge in Pensions, Investments, and Protection.
  • The role requires strong communication and IT skills, with a focus on producing bespoke reports and conducting detailed financial analysis.
  • The salary for this position is competitive, and candidates are expected to have at least 3 years of experience in a relevant financial services role.

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. 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.

Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.