Paraplanner - Wealth Management

Brevere Group
14 Apr 2018
17 May 2018
Contract Type
Full Time

Due to continued success in delivering bespoke Wealth Management solutions to HNW Clients, this award winning Independent Financial Advisory firm is keen to recruit a skilled Paraplanner who is looking for the opportunity to use their skills and expertise to assist in the success of the organisation.

Working within the HNW Wealth Management team, you will deliver holistic Paraplanning support to two Consultants, producing detailed research and analysis to ensure that the advice delivered meets the highest standards. Your work will incorporate Pensions (Including Transfers and Drawdown), Tax and Investments (including Bonds, Equities, Fixed Income and Managed Funds). You will have extensive client contact and act as a key technical resource within the team.

The successful applicant will be able to demonstrate in depth technical knowledge allied to strong interpersonal and communication skills. You must be Diploma qualified and have in depth product knowledge of the areas of advice listed above and be keen to complete further qualifications to achieve Chartered Status. In return, you receive a competitive package and career development opportunities designed to reward and retain outstanding performers

This is an excellent opportunity to join a respected firm in Central London

Paraplanner, IFA, Wealth Management, Advice, Pensions, Investments, Tax, IHT

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