Paraplanner/client Manager - Reading, United Kingdom - Brevere Group

Brevere Group

Verified Company

Reading, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Paraplanner who will join their team.

Focusing on specialist Retirement, Investment and Tax advice, you will work within the Advisory team who deal with HNW clients who require holistic solutions.

You will conduct detailed research and produce reports in line with the agreed areas of advice.

You will be involved in client management and the advice process and you will receive first class training and support to develop your skills and expertise in order to move into a full time advisory role.

The successful applicant will be a skilled Paraplanner who has in depth knowledge of Financial Services solutions including Pension, Investment and Tax planning.

You will have experience of Drawdowns and Transfers and an understanding of investment strategiesfor generating income in retirement and for safeguarding assets for future generations.

You must be able to conduct research and write reports, speak to clients and providers as well as having a proactive attitude to your work.

In addition, you must be comfortabledealing with HNW Clients.

This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services.

This role offers genuine career progress options including moving into an Advisory role.

Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA