Senior Paraplanner – Wealth Planning & Client Reporting

Brevere Group; Greater London; On-site; GBP 30,000 - 55,000; Full time

Benefits offered by this job

Career progression

Job summary

Brevere Group is seeking a skilled Paraplanner to join our Wealth Management team. You will support a Chartered Financial Planner, analysing client situations and developing retirement, investment, tax and protection options with cashflow modelling.

The role involves extensive client contact, meetings, and the production of bespoke reports to inform clients and introducers of complex solutions.

Qualifications

• Experience as a Paraplanner delivering detailed reports.
• Strong knowledge of pensions, investments, protection and IHT planning.
• Excellent written and verbal communication and IT skills.

Responsibilities

• Conduct detailed research and analysis of client situations and financial options.
• Cover retirement, investment, tax and protection arrangements and cashflow modelling.
• Maintain extensive client contact and participate in meetings.
• Produce bespoke reports for clients and introducers.

Skills

Paraplanning

Pensions

Investments

Tax planning

IHT planning

Client communication

Education

Paraplanner Diploma

Job description

Brevere Group is seeking a skilled Paraplanner to join our Wealth Management team. You will support a Chartered Financial Planner, analysing client situations and developing retirement, investment, tax and protection options with cashflow modelling.

The role involves extensive client contact, meetings, and the production of bespoke reports to inform clients and introducers of complex solutions.