Posted 30 April by Brevere Group

Are you an accomplished Paraplanner with experience within the IFA sector? Do you have strong technical and client management skills? Are you looking to work for an award winning firm? If the answer to these questions is yes, we would like to speak to you

Our client is a leading Wealth Management firm who deliver bespoke Financial Planning services to a range of High Net Worth clients. Your role will be to work with two Senior Financial Planners in managing and developing their client portfolio. 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 Financial Planners 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.

Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. You will be Diploma qualified be progressing towards or have achieved Chartered Status. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload

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

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Required skills

  • Financial Services
  • Paraplanning
  • Wealth Management
  • Financial Planners
  • Independent Financial Advice

Application questions

Are you an experienced Paraplanner?
Are you level 4 qualified?
Do you work for an IFA?
Do you have experience of Financial Planning back office systems?
Do you have experience of producing suitability reports?

Reference: 41171422

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