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London, Greater London
Financial planner
Paraplanner/Client Manager

Paraplanner/Client Manager

Brevere Group

Posted a day ago, valid for a month

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

A prestigious Wealth Management firm is seeking a skilled Paraplanner to join their team, working closely with Chartered Financial Planners.
The role involves conducting detailed research and analysis of clients' financial situations, covering areas such as Retirement, Investment, Tax, and Protection.
Candidates should have achieved Diploma Status and be progressing towards Chartered Status, with extensive knowledge of Pensions, Investments, and IHT Planning.
Strong communication, presentation, and IT skills are essential, as the position requires producing bespoke reports and having extensive client contact.
The salary for this role is competitive, and candidates should have at least 2 years of experience in a similar financial services position.

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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