Senior Paraplanner & Client Advisory Lead

Brevere Group; England; On-site; GBP 45,000 - 60,000; Full time

Job summary

Brevere Group is seeking an accomplished Paraplanner to work closely with the Principal to shape the firm’s client offering. You will deliver holistic financial planning insights across Retirement, Investment, Estate and Tax issues, and handle technical queries for Advisors and clients.

Applicants should have Chartered Status and experience in pensions, investments, tax and trusts, plus cash flow modelling and relevant software.

Qualifications

• Paraplanning experience with Chartered status or working toward it.
• Strong analytical and communication skills to explain complex concepts clearly.

Responsibilities

• Provide insight and analysis across Retirement, Investment, Estate and Tax issues.
• Act as main technical contact for Advisors, Clients and Intermediaries.
• Relay detailed analyses in a concise, client-facing manner.

Skills

Paraplanning

Technical analysis

Cash flow modelling

Financial software

Tools

Financial Planning software

Job description

Brevere Group is seeking an accomplished Paraplanner to work closely with the Principal to shape the firm’s client offering. You will deliver holistic financial planning insights across Retirement, Investment, Estate and Tax issues, and handle technical queries for Advisors and clients.

Applicants should have Chartered Status and experience in pensions, investments, tax and trusts, plus cash flow modelling and relevant software.