Senior Paraplanner & Client Advisory Lead
Listed on 2026-09-21
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Advisor / Consultant
Brevere Group is seeking an accomplished Paraplanner to work closely with the Principal to shape the firm’s client offering. You will deliver holistic financial planning insights across Retirement, Investment, Estate and Tax issues, and handle technical queries for Advisors and clients.
Applicants should have Chartered Status and experience in pensions, investments, tax and trusts, plus cash flow modelling and relevant software.
We are currently recruiting a Senior Paraplanner & Client Advisory Lead for our team in England, United Kingdom.
The Senior Paraplanner & Client Advisory Lead position in the Finance, Sales field is open for applications.
We have an opening for a Senior Paraplanner & Client Advisory Lead in England, United Kingdom within Finance, Sales.
This role, Senior Paraplanner & Client Advisory Lead at Brevere Group, could be your next career step.
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