Technical Paraplanner

4 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time
Paraplanner Opportunity

We are seeking an experienced Paraplanner to join our small, highly professional IFA business in the Bank/Liverpool St area.

Key Responsibilities:
  • Provide technical support to the adviser on a one-on-one basis.
  • Deal with client communications, whether in writing or by telephone.
  • Carry out technical research in preparation for client meetings.
  • Draft recommendation reports/letters for review and sign off by the adviser.
Requirements:
  • Experience as a Paraplanner, preferably with HNW clients.
  • Confidence in dealing with clients and attention to detail.
  • Diploma qualification and working towards Chartered qualification.

If you are considering the next move in your career, we would like to hear from you to discuss this opportunity further.


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