Paraplanner - Brevere Group : Job Details

ParaplannerAre you an experienced Paraplanner looking for a fresh opportunity within a dynamic, supportive, and award-winning financial planning firm?

Due to continued success in delivering fee-based advice to high-net-worth clients, alongside internal promotions, this well-established IFA is seeking a professional and proactive Paraplanner to support its Financial Advisers and the wider team.

The ideal candidate will have proven experience in a paraplanning role, with confidence in producing suitability reports and attending client meetings.

Key Responsibilities:

• Conduct detailed research on products and providers across pensions, investments, protection, and tax planning.
• Liaise with clients and providers to obtain necessary documentation and data.
• Remain up-to-date with regulatory and industry changes to ensure advice remains fully compliant.
• Prepare cashflow models and utilise financial planning tools.
• Attend initial meetings alongside Independent Financial Advisers.
• Collaborate closely with IFAs to build tailored financial plans aligned to client needs and objectives.
• Produce clear, compliant, and well-structured suitability reports.

About You:

• Proven experience working as a Paraplanner within a financial planning firm.
• High level of IT literacy with strong knowledge of paraplanning tools and financial platforms.
• In-depth understanding of investment, pension, and protection products.
• Confident in producing management information and reporting, including financial reports relating to commission, case progress, etc.

What’s on Offer:This is an excellent opportunity to join a forward-thinking, innovative firm with a vibrant team culture. The business is committed to continually improving and enhancing the services offered to clients. In return, you’ll receive a competitive salary package alongside full support to continue developing your skills and progressing your career.

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