Paraplanner / Client Manager

Brevere Group; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial firm in Greater London is looking for a skilled Paraplanner to enhance their offerings to high-net-worth clients. In this role, you will provide extensive analysis and insights across various financial planning areas including retirement, investments, estate, and tax issues. Candidates must possess Chartered Status and have expertise in pensions, investments, and cash flow modelling. This is an excellent opportunity to advance your career within a highly professional environment.

Qualifications

• Extensive experience in technical/Paraplanning work.
• Achieved Chartered Status in relevant field.
• Experience with VCT/EIS/BPR & Discretionary Management.

Responsibilities

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

Skills

Chartered Status

Expertise in Pensions

Analytical skills

Cash flow modelling

Clear communication

Tools

Financial Planning software

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...