Technical Paraplanner
3 days ago
Job Summary:
We are seeking an experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will provide technical support to our advisers on a one-on-one basis, handling client communications and conducting research to identify suitable solutions.
Key Responsibilities:
- Provide technical support to advisers on a one-on-one basis
- Handle client communications, including written and verbal interactions
- Conduct research to identify suitable solutions for clients
- Draft recommendation reports and letters for review and sign-off
- Work closely with advisers to ensure seamless client service
Requirements:
- Experience as a Paraplanner, preferably in an IFA business
- Confidence in dealing with high net worth clients
- Excellent attention to detail and organizational skills
- Diploma qualification in a relevant field, with a Chartered qualification desirable
About Us:
Blakemore Recruitment is a professional recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates, and we are seeking a skilled Paraplanner to join our team.
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