Paraplanner - High Wycombe

2 weeks ago


High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.

The successful candidate will provide high-quality technical support and have excellent communication skills. They will be responsible for fund and product research, writing suitability reports, and preparing client portfolio reviews.

Main responsibilities will include:

  • Receiving instructions from advisers and interpreting data obtained during client meetings.
  • Analysing data and using research tools to provide solutions to meet client needs and objectives.
  • Providing records to support research undertaken and consolidating client needs and objectives in a written format.
  • Carrying out tasks in a manner consistent with compliance procedures and preparing existing client files for reviews.
  • Ensuring all client files are compliant on an ongoing basis and performing all business-related administrative duties.

Personal requirements include being a team player with a collaborative environment, highly industrious and proactive approach, and a positive and personable individual who can stay calm under pressure.

We are looking for a highly skilled and experienced Paraplanner to join our team. If you have a strong background in Paraplanning and excellent communication skills, we encourage you to apply.



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