Senior Paraplanner

3 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is assisting a well-established wealth management firm in recruiting a diploma qualified Paraplanner with 5+ years of experience to join their expanding team.

The successful candidate will work among a friendly team that strives to be among the best advisers and support staff in the industry.

This role offers a challenging opportunity for an experienced Paraplanner to further their career with the required training provided by the company.

The ideal candidate will have a solid generalist experience within the Financial Services sector, good understanding of compliance issues, and maintenance of client files and confidentiality.

Key responsibilities include attending client meetings, transposing meeting notes, and assisting the Financial Planner in formulating advice to clients.

The successful candidate will be numerate, familiar with operating and creating spreadsheets, and comfortable crafting detailed letters and comprehensive reports.

Responsibilities also include reviewing client objectives, responding to client emails, and assisting the team PA with technical matters and liaising with clients in the absence of the FP Director.

This role is the perfect opportunity for an experienced Paraplanner to grow and develop in the role over a number of years, with the potential to become a Senior Paraplanner or a Financial Planner within the company.


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