Technical Paraplanner

4 weeks ago


Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time
Job Title: Technical Paraplanner - Amersham

We are currently recruiting for a well-established boutique Wealth Management firm in Amersham who are looking for a Technical Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.

The ideal candidate will be an experienced Paraplanner who is able to write technical reports for HNW clients. They should hold Diploma Level 4 qualification and be working towards Chartered status. Advanced level exams in investments and pensions will be an advantage.

The successful candidate will have a sound technical knowledge of the financial services industry across a full range of investments and pensions. They will also have experience of wrap platforms and main tax wrappers, as well as excellent written and verbal communication skills.

The role will involve supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products, and writing suitability reports. The successful candidate will also be able to work well in a busy environment and manage their own case load.

We are looking for a proactive and able individual who can use their own initiative. Good interpersonal skills are a must, as is working alongside a friendly team of dedicated individuals.


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