Technical Paraplanner
1 day ago
We are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and handling client communications.
Key Responsibilities:- Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their needs.
- Drafting recommendation reports/letters for review and sign-off by the adviser.
- Providing exceptional support to the adviser and ensuring high-quality client service.
- Experience as a Paraplanner, preferably with HNW clients.
- Diploma qualification and working towards Chartered qualification.
- Excellent attention to detail and strong technical skills.
If you are a skilled Paraplanner looking for a new challenge, please get in touch to discuss this opportunity further.
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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
3 days 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
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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 technical research to prepare for client meetings * Assessing client...
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Technical Paraplanner
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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 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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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
1 week 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 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
5 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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Technical Paraplanner Specialist
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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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Technical Paraplanner Specialist
6 days 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 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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Technical Paraplanner
2 weeks ago
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...
