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Paraplanner

Brevere Group
Posted 23 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£65,000 - £78,000 per annum

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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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  • An energetic Wealth Management firm is seeking a skilled Paraplanner to join their Advisory team, focusing on high-net-worth (HNW) clients.
  • The role involves conducting detailed research, producing reports, and participating in client management and the advice process.
  • Candidates should have a minimum of 3 years of experience in Financial Services, including knowledge of Pension, Investment, and Tax planning.
  • The position offers a salary of £40,000 to £50,000, along with first-class training and support for career development.
  • This opportunity allows for significant involvement in shaping the firm's private client services while working in a dynamic and expanding business.

This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm.

This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and produce reports in line with the agreed areas of advice. You will be involved in client management and the advice process and you will receive first class training and support to develop your skills and expertise in order to move into a full time advisory role.

The successful applicant will be a skilled Paraplanner who has in depth knowledge of Financial Services solutions including Pension, Investment and Tax planning. You will have experience of Drawdowns and Transfers and an understanding of investment strategies for generating income in retirement and for safeguarding assets for future generations. You must be able to conduct research and write reports, speak to clients and providers as well as having a proactive attitude to your work. In addition, you must be comfortable dealing with HNW Clients.

This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services.

Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA

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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.