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Paraplanner - Wealth Management

Brevere Group
Posted a month ago, valid for 2 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 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 award-winning Financial Planning firm is seeking a skilled Paraplanner with broad technical expertise to support their Private and SME Clients.
  • The role involves delivering holistic technical and Paraplanning services while working closely with the Head of Wealth Management.
  • Candidates should have at least 3 years of experience in a similar role and be close to achieving Chartered Status.
  • Strong technical knowledge in Pensions, Investments, Tax, and Protection is required, along with excellent communication skills.
  • The position offers a competitive salary of £40,000 to £50,000, depending on experience, and opportunities for further professional development.

In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.

Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients. You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections. You will have extensive client involvement as well as providing technical insight and research for Consultants and Administration staff.

Applications are invited from skilled Paraplanners who are seeking a greater technical challenge within a forward thinking and highly professional firm. You will have achieved (or be close to) Chartered Status and be committed to further professional development. You will have strong technical knowledge covering Pensions (including Transfers), Investments, Tax and Protection. You must have strong communication skills, be IT literate and have the ability to manage a complex and diverse caseload.

This is an excellent opportunity for a dedicated, career Paraplanner who looking for greater responsibility within a leading firm.

Paraplanner, Pensions, Investments, IFA, Wealth Management, 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.