Technical Paraplanner
4 weeks ago
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.
- 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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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 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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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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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 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 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 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 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 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 month 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 month 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 month 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 month 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...