Technical Paraplanner
1 day ago
A highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to a leading wealth management firm in London.
Key Responsibilities:- Collaborate with top advisers to conduct technical research and prepare for client meetings.
- Assess client objectives and conduct research to identify suitable solutions.
- Perform financial analysis to draft recommendation reports and letters for review.
- Undertake annual reviews, prepare valuations, and attend internal/external client meetings.
- Ensure accurate data recording and compliance with company guidelines.
The successful candidate will be an experienced Paraplanner with strong knowledge of investment, life, and pensions products/legislation. They will have a proven track record of supporting advisers and be confident in dealing with HNW clients.
Salary: Up to £60,000 + benefits
Job Type: Full-time
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Technical Paraplanner
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London, Greater London, United Kingdom Blakemore Recruitment Full timeTechnical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with high net worth clients in the Bank/Liverpool St area.Key responsibilities include:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their...
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Technical Paraplanner
1 day ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeTechnical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with high net worth clients in the Bank/Liverpool St area.Key responsibilities include:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their...
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Technical Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...
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Technical Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...
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Technical Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...
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Technical Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to a leading wealth management firm in London.Key Responsibilities:Collaborate with top advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct research to identify suitable solutions.Perform financial...
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Technical Paraplanner
7 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to a leading wealth management firm in London.Key Responsibilities:Collaborate with top advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct research to identify suitable solutions.Perform financial...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to a leading wealth management firm in London.Key Responsibilities:Collaborate with top advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct research to identify suitable solutions.Perform financial...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to a leading wealth management firm in London.Key Responsibilities:Collaborate with top advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct research to identify suitable solutions.Perform financial...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to top advisers and HNW clients at a leading wealth management firm in London.Key Responsibilities:Collaborate with the company's most productive advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct...
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Technical Paraplanner
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to top advisers and HNW clients at a leading wealth management firm in London.Key Responsibilities:Collaborate with the company's most productive advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeTechnical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and their communications. The successful candidate will be confident in dealing with high-net-worth clients and working with great attention to detail.Key Responsibilities:Carrying out...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA prestigious wealth management firm in London is seeking a skilled Paraplanner to provide technical support to their top adviser and high net worth clients. The successful candidate will be responsible for:Collaborating with the company's most productive advisers to conduct technical research and prepare for client meetings.Evaluating client objectives and...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to top advisers and HNW clients at a leading wealth management firm in London.Key Responsibilities:Collaborate with the company's most productive advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct...
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Technical Paraplanner
6 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to top advisers and HNW clients at a leading wealth management firm in London.Key Responsibilities:Collaborate with the company's most productive advisers to conduct technical research and prepare for client meetings.Assess client objectives and conduct...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting in-depth research to prepare for client meetings and identifying suitable...
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Technical Paraplanner
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting in-depth research to prepare for client meetings and identifying suitable...