Experienced Paraplanner — Hybrid & Complex Financial Planning

Brevere Group; Stafford; Hybrid; GBP 32,000 - 44,000; Full time

Benefits offered by this job

Hybrid working

Career development opportunities

Job summary

Brevere Group is seeking an experienced Paraplanner to join our growing financial planning team on a hybrid basis. You will support one Financial Adviser with technical research, suitability report writing, and comprehensive recommendations across varied client cases.

The ideal candidate has at least 2 years' report-writing experience, Level 4 Diploma or working towards it, and strong knowledge of pensions, investments, protection, trusts, and personal taxation.

Qualifications

• At least 2 years' report-writing experience.
• Level 4 Diploma in Financial Planning or actively working towards it.
• Strong knowledge of pensions, investments, protection, trusts and personal taxation.
• Excellent analytical, problem-solving and communication skills.
• Highly organised with strong attention to detail.
• Proficient in Microsoft Office; experience with financial planning software is desirable.
• Able to work independently and manage priorities effectively.

Responsibilities

• Research and analyse financial products and providers, producing suitability reports and recommendations.
• Conduct annual client reviews with analysis where appropriate.
• Monitor investment funds and ensure recommendations align with client objectives and risk profiles.
• Review product changes and provide technical support to the Financial Adviser.
• Attend adviser meetings and provide technical input on client cases.
• Prepare documentation using approved templates and processes.
• Obtain pre-approvals for different types of business and ensure compliance requirements are met.
• Maintain accurate records and support efficient back-office processes.

Skills

Analytical skills

Research abilities

Communication skills

Organisational skills

Independent working

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Financial planning software

Job description

Brevere Group is seeking an experienced Paraplanner to join our growing financial planning team on a hybrid basis. You will support one Financial Adviser with technical research, suitability report writing, and comprehensive recommendations across varied client cases.

The ideal candidate has at least 2 years' report-writing experience, Level 4 Diploma or working towards it, and strong knowledge of pensions, investments, protection, trusts, and personal taxation.