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Senior Paraplanner - High Net Worth Wealth Planning
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-08-05
Listing for:
Brevere Group
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Brevere Group in London is seeking a Senior Paraplanner to bolster its Paraplanning and Technical team. You will demonstrate extensive technical knowledge, assist with complex cases, and manage relationships with select clients.
You will work with the Director of Financial Planning and help develop client portfolios, performing in-depth analysis to inform suitability reports while ensuring accuracy and compliance. The role covers pensions, investments, tax and estate planning.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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