Technical Paraplanner
2 weeks 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 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 technical research in preparation for client meetings
- Identifying suitable solutions to meet client needs
- Drafting recommendation reports/letters for review and sign-off by the adviser
The ideal candidate will be Diploma qualified and working towards Chartered qualification. If you are considering the next move in your career, we would like to hear from you.
About the Role:This is a fantastic opportunity to join a small, highly professional IFA business in the Bank/Liverpool St area. You will be working with a great team and have the opportunity to develop your skills and expertise.
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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 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...
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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 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...
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Technical Paraplanner
4 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
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
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 technical research to prepare for client meetings * Assessing client...
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Technical Paraplanner
4 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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Technical Paraplanner
4 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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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 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
2 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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Technical Paraplanner
2 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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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 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
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 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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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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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
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
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 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...
