Paraplanner/Trainee Consultant

Brevere Group
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Are you a frustrated Paraplanner with no prospect of progression within your current firm? Are you looking for an environment where you can continue to utilise your technical skills whilst increasing client contact with a defined route to becoming an Advisor where all clients are provided? If this sounds like your current situation, we would like to hear from you.

Based in Central London, this successful Wealth Management firm have a policy of promoting from within and developing talent. Your initial role will be to deliver Paraplanning services to support the delivery of specialist Retirement and Investment solutions to HNW Clients. Responsibilities will include conducting in depth research and producing bespoke client reports. You will ensure that the business pipeline is managed effectively and that existing clients are monitored and reviewed on a regular basis. You will act as the main point for technical queries and have regular contact with clients. You will be supported through to Chartered Status and have increased client contact and be responsible for offering advice and guidance to your own portfolio of clients.

Applications are invited from Financial Services professionals with experience of Paraplanning. You will be qualified to Diploma level and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Income Drawdown and Transfers. You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude.

This is an excellent opportunity for an ambitious Paraplanner who is seeking a challenging role within market leading fee based firm. You will be rewarded with an excellent package and receive the support to continue your professional development.

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