Paraplanner - Hitchin, United Kingdom - Brevere Group

Brevere Group
Brevere Group
Verified Company
Hitchin, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want tobe part of a team delivering genuine holistic financial planning, we would like to hear from you.


This awarding winning Financial Planning firm are keen to recruit a skilled 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'scurrent 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 producebespoke 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, presentationand IT skills.

You will be able to explain complex solutions clearly and produce comprehensive reports and analysis.


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
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