Technical Paraplanner

3 days ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

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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