Technical Paraplanner

1 day ago


Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time
Technical Paraplanner Opportunity

We are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.

The ideal candidate will be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will be an advantage.

Key Responsibilities:
  • Write technical reports for HNW clients
  • Support advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports
  • Provide support to other members of a paraplanning team
  • Cope well in a busy working environment and manage own case load

The successful candidate will have excellent written and verbal communication skills, as well as organisation skills. They will be proactive and able to use their own initiative, with good interpersonal skills and the ability to work alongside a friendly team of dedicated individuals.

This is an excellent opportunity for an experienced Paraplanner to continue their career in a dynamic and enterprising environment.



  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.About the RoleThis is a fantastic opportunity for a qualified Paraplanner to continue their career in a dynamic environment. The ideal candidate...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.About the RoleThis is a fantastic opportunity for a qualified Paraplanner to continue their career in a dynamic environment. The ideal candidate...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...

  • Technical Paraplanner

    2 weeks ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Technical Paraplanner to join our client's team in a boutique Wealth Management firm. As a company, they offer bespoke financial solutions to high net worth individuals, providing a unique opportunity for a Paraplanner to grow their career in a dynamic environment.The ideal candidate will possess a strong technical knowledge of the...

  • Technical Paraplanner

    2 weeks ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Technical Paraplanner to join our client's team in a boutique Wealth Management firm. As a company, they offer bespoke financial solutions to high net worth individuals, providing a unique opportunity for a Paraplanner to grow their career in a dynamic environment.The ideal candidate will possess a strong technical knowledge of the...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    About Blakemore Recruitment:We are currently seeking to fill a position within a distinguished Wealth Management firm that prides itself on delivering ethical and transparent financial solutions tailored to client objectives. This organization has built a solid reputation in the sector, owing to its vast experience and unwavering dedication to...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. This role will provide technical administrative support to our Financial Advisers and Paraplanners, ensuring seamless delivery of our services to clients.Key Responsibilities:Provide exceptional administrative support to our Financial...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. This role will provide technical administrative support to our Financial Advisers and Paraplanners, ensuring seamless delivery of our services to clients.Key Responsibilities:Provide exceptional administrative support to our Financial...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to join our team at a reputable boutique Wealth Management firm in Amersham. The successful candidate will have a strong background in financial services, with a focus on technical report writing for high net worth clients.Key Responsibilities:Write technical reports for HNW...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to join our team at a reputable boutique Wealth Management firm in Amersham. The successful candidate will have a strong background in financial services, with a focus on technical report writing for high net worth clients.Key Responsibilities:Write technical reports for HNW...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to support our Wealth Management firm in Amersham. As a company, we offer a unique blend of expertise and personalized service to help our clients achieve their financial goals.The ideal candidate will possess a strong technical knowledge of the financial services industry, with...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to support our Wealth Management firm in Amersham. As a company, we offer a unique blend of expertise and personalized service to help our clients achieve their financial goals.The ideal candidate will possess a strong technical knowledge of the financial services industry, with...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to join our team at a reputable boutique Wealth Management firm in Amersham. The successful candidate will have a strong background in financial services, with a focus on technical report writing for high net worth clients.Key Responsibilities:Write technical reports for HNW...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to join our team at a reputable boutique Wealth Management firm in Amersham. The successful candidate will have a strong background in financial services, with a focus on technical report writing for high net worth clients.Key Responsibilities:Write technical reports for HNW...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a small Financial Planning firm based in the UK who are looking to recruit a Senior Financial Services Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. This role will include speaking with clients on a daily basis. You will also need to be highly organised as...