Paraplanner - High Wycombe

3 days ago


High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time
Paraplanner Role

We are seeking a skilled Paraplanner to join our team in High Wycombe. As a Paraplanner, you will provide high-quality technical support and work closely with our Advisers to deliver exceptional client service.

Key Responsibilities:
  • Provision of technical support and research on investments, pensions, and retirement solutions
  • Writing suitability reports and preparing client portfolio review analysis
  • Reviewing letters and overseeing the implementation of investments
  • Cash flow modelling and attendance at client meetings
  • Liaising with team Administrators to ensure client administration is up-to-date
Requirements:
  • Minimum 3 years' experience in Paraplanning, with a Diploma Level 4 qualification or working towards it
  • Strong background in a similar environment as a Paraplanner, with a strong outgoing and aspirational personality
  • Good communication skills and a working knowledge of the financial services industry
  • Computer literate with Microsoft Office skills, including Excel and Word
Personal Requirements:
  • A team player with a collaborative approach and ability to work remotely
  • Highly industrious and proactive, with the ability to anticipate Adviser needs
  • Adept at pulling together all strands of a case from Administrative through to Compliance and Technical
  • Positive and personable individual who can stay calm under pressure
  • Open and approachable demeanour with solid communication skills

This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits.



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