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    Paraplanner - Wealth Management - London, United Kingdom - Brevere Group

    Brevere Group
    Brevere Group London, United Kingdom

    2 weeks ago

    Default job background
    permanent Accounting / Finance
    Description

    Company: Award winning Financial Planning firm

    • Job Title: Skilled Paraplanner
    • Location: Not specified
    • Experience: Requires technical expertise
    • Role:
      • Deliver holistic technical and Paraplanning services to clients
      • Provide insight and analysis on financial planning options
      • Offer guidance on market trends and future projections
    • Requirements:
      • Chartered Status achievement or close to it
      • Strong technical knowledge in Pensions, Investments, Tax, and Protection
      • Excellent communication and IT skills
      • Ability to manage a complex caseload
    • Description: This company is looking for a skilled Paraplanner to join their team and contribute to the personalized wealth management solutions provided to Private and SME Clients. The selected candidate will work closely with the Head of Wealth Management to offer comprehensive services, including technical insights, research, and client interactions. This role is ideal for a dedicated Paraplanner looking to take on more responsibilities in a forward-thinking professional environment.

    Keywords: Paraplanner, Pensions, Investments, IFA, Wealth Management, Financial Planning

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