Technical Paraplanner

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

Job summary

Brevere Group in London is seeking a Senior Paraplanner to strengthen the Paraplanning and Technical teams, handling complex cases and managing select client relationships. You will work with the Director of Financial Planning to analyse client situations, compile in-depth reports, and deliver findings and recommendations with accuracy and compliance.

The role focuses on pensions, investments, protection, tax and estate planning for High Net Worth clients, within a highly professional Wealth

Qualifications

• Extensive technical paraplanning knowledge for complex cases.
• Experience handling High Net Worth client portfolios.
• Ability to prepare detailed suitability reports and recommendations.

Responsibilities

• Analyse and research client situations to support financial planning.
• Compile information into suitability reports with the Director.
• Maintain a high standard of accuracy and compliance in research.
• Provide guidance on pensions, investments, tax, and estate planning.

Skills

Extensive paraplanning knowledge

Client relationship management

Financial planning expertise

Job description

Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients.

Your role will be to work with the Director of Financial Planning and assisting in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Director to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements.

You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning.

The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession.

This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry

Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments