Senior Paraplanner

Posted 19 March by Brevere Group

Are you a skilled Paraplanner seeking a new opportunity with a London based Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you.

Based in luxurious offices in the City of London, this awarding winning Financial Planning firm are keen to recruit a Senior Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers.

The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role offers the opportunity to develop into a leadership role with responsibility for other Paraplanning and Support staff as well as being a subject mater expert.

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm.

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

Required skills

  • Financial Planning
  • Holistic Financial Planning
  • Paraplanning
  • Wealth Management
  • Independent Financial Advice

Application questions

Are you an experienced Paraplanner?
Are you level 4 qualified?
Do you have experience of the IFA market?

Reference: 34714038

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