Paraplanner / Client Manager

Brevere Group; Bishop's Stortford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-respected financial firm in Bishop's Stortford seeks an experienced Paraplanner. In this role, you will provide insights and analyses across diverse Financial Planning areas while acting as a key contact for both clients and technical issues. Ideal candidates will hold Chartered Status and possess extensive experience in Pensions, Investments, and Tax. This is a fantastic opportunity to advance your career in a growing and professional environment.

Qualifications

• Achieved Chartered Status in Financial Planning.
• Experience in Pensions, Investments, Tax, and Trust work.
• Ability to convey complex information clearly.

Responsibilities

• Provide insight and analysis across various Financial Planning areas.
• Act as the main contact for all technical issues.
• Deliver holistic services across Retirement, Investment, Estate, and Tax.

Skills

Chartered Status

Analytical skills

Client communication

Technical proficiency

Tools

Financial Planning software

Cash flow modelling

Job description

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients?

A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues.

Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software.

You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries.

This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded w...