Senior Paraplanning Specialist

3 days ago


Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Technical Paraplanner to join our prestigious Wealth Management firm in Amersham.

The ideal candidate will possess extensive knowledge of the financial services industry, with expertise in writing technical reports for high net worth clients.

Key Responsibilities:

  • Produce high-quality technical reports for HNW clients
  • Support financial advisers with correspondence, product research, and suitability reports
  • Utilize wrap platforms and main tax wrappers
  • Develop and maintain a deep understanding of investments and pensions
  • Collaborate with a dedicated team to provide exceptional service

Requirements:

  • Diploma Level 4 qualification and working towards Chartered status
  • Advanced level exams in investments and pensions (advantageous)
  • Excellent written and verbal communication skills
  • Strong organizational and interpersonal skills
  • Ability to work in a fast-paced environment


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Technical Paraplanning Professional to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing technical support to our Wealth Management clients, including writing technical reports and supporting advisers with various tasks.The ideal candidate will have a strong technical knowledge...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Technical Paraplanner to support our Wealth Management firm in Amersham. As a company, we offer ethical and honest solutions to help our clients achieve their financial goals. With extensive experience built over many years, we have earned ourselves an enviable reputation in the marketplace.If you are an experienced...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a reputable 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. With extensive experience built over many years, they have earned themselves an enviable reputation in the...

  • Technical Paraplanner

    2 months ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Technical Paraplanner to join our client's team in a boutique Wealth Management firm. As a company, they offer bespoke financial solutions to high net worth individuals, providing a unique opportunity for a Paraplanner to grow their career in a dynamic environment.The ideal candidate will possess a strong technical knowledge of the...


  • Amersham, Buckinghamshire, United Kingdom Senitor Associates Limited Full time

    Job Title: Senior IT Infrastructure SpecialistWe are seeking a highly skilled Senior IT Infrastructure Specialist to join our team at Senitor Associates Limited.The ideal candidate will have extensive experience in designing and implementing IT infrastructure solutions, as well as providing expert-level technical support to clients.Key...


  • Amersham, Buckinghamshire, United Kingdom Senitor Associates Limited Full time

    Job Title: Senior IT Infrastructure SpecialistWe are seeking a highly skilled Senior IT Infrastructure Specialist to join our team at Senitor Associates Limited.The ideal candidate will have extensive experience in designing and implementing IT infrastructure solutions, as well as providing expert-level technical support to clients.Key...


  • Amersham, Buckinghamshire, United Kingdom Senitor Associates Full time

    Job Title: Senior IT Infrastructure SpecialistJob Summary: We are seeking a highly skilled Senior IT Infrastructure Specialist to join our team at Senitor Associates. The ideal candidate will have extensive experience in designing, implementing, and maintaining complex IT infrastructure systems.Key Responsibilities:Design and implement robust IT...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to join our team at a reputable boutique Wealth Management firm in Amersham. The successful candidate will have a strong background in financial services, with a focus on technical report writing for high net worth clients.Key Responsibilities:Write technical reports for HNW...


  • Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking a skilled Technical Paraplanner to join our team at a reputable boutique Wealth Management firm in Amersham. The successful candidate will have a strong background in financial services, with a focus on technical report writing for high net worth clients.Key Responsibilities:Write technical reports for HNW...

  • Technical Paraplanner

    2 weeks ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Technical Paraplanner to support our Wealth Management team in Amersham. As a company, we offer ethical and honest solutions to help our clients achieve their financial goals.The ideal candidate will be a qualified Paraplanner with a Diploma Level 4 qualification and working towards Chartered status. Advanced level exams in...


  • Amersham, Buckinghamshire, United Kingdom CPI Local Full time

    We are seeking a Product Planning Specialist to join our Trading function at CPI Local. As an Assistant Merchandiser, you will be a key player in one of our specialist category merchandising teams.Your responsibilities will include updating category WSSI's to review sales & stock, assisting the Senior Merchandiser on commercial actions, and supporting...


  • Amersham, Buckinghamshire, United Kingdom The Entertainer Full time

    Are you passionate about merchandising and looking for a challenging role in a dynamic environment?The Entertainer is seeking a Product Planning Specialist to join our Trading function at our Head Office in Amersham. As a key player in one of our specialist toy category merchandising teams, you will support product planning and trading to help us maximise...


  • Amersham, Buckinghamshire, United Kingdom QED Legal Full time

    Family Law Specialist OpportunityAbout QED LegalQED Legal is a leading regional firm in Amersham, Bucks, seeking a skilled Family Solicitor / Senior Family Associate to join their team of experienced professionals.Job SummaryWe are looking for a candidate with at least 7 years of experience in private family law, including handling divorce, financial...


  • Amersham, Buckinghamshire, United Kingdom Senitor Associates Limited Full time

    Senior Systems EngineerWe are seeking a highly skilled and experienced Systems Engineer to join our team at Senitor Associates Limited.The ideal candidate will have a strong background in IT project management, with experience in constructing and delivering complex IT projects.Key responsibilities will include:Providing expert-level IT support to...


  • Amersham, Buckinghamshire, United Kingdom Senitor Associates Limited Full time

    Senior Systems EngineerWe are seeking a highly skilled and experienced Systems Engineer to join our team at Senitor Associates Limited.The ideal candidate will have a strong background in IT project management, with experience in constructing and delivering complex IT projects.Key responsibilities will include:Providing expert-level IT support to...

  • Senior Client Manager

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Public Practice Recruitment Ltd Full time

    Senior Client Manager Job OpportunityWe are seeking a highly skilled and experienced Senior Client Manager to join our team in Amersham. As a key member of our accounting team, you will be responsible for managing a varied portfolio of clients, overseeing workflow, deadlines, and budgets.Key Responsibilities:Plan and undertake assignments to deliver service...

  • Senior Client Manager

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Public Practice Recruitment Ltd Full time

    Senior Client Manager Job OpportunityWe are seeking a highly skilled and experienced Senior Client Manager to join our team in Amersham. As a key member of our accounting team, you will be responsible for managing a varied portfolio of clients, overseeing workflow, deadlines, and budgets.Key Responsibilities:Plan and undertake assignments to deliver service...


  • Amersham, Buckinghamshire, United Kingdom Tradewind Recruitment Full time

    Maths Teacher Job DescriptionWe are seeking a dedicated Maths teacher to join our vibrant school community in Amersham. As a Maths education specialist, you will play a key role in developing students' love for mathematics and critical thinking skills.About Our SchoolOur community school in Amersham is committed to creating an engaging and inclusive learning...


  • Amersham, Buckinghamshire, United Kingdom The Entertainer Full time

    Are you passionate about merchandising and looking for a challenging role in a dynamic business?The Entertainer is seeking an experienced Assistant Merchandiser to join our Trading function at our Head Office in Amersham. As a key player in one of our specialist toy category merchandising teams, you will support product planning and trading to help us...


  • Amersham, Buckinghamshire, United Kingdom Socium Search Ltd Full time

    Senior International MerchandiserSocium Search Ltd is seeking a highly skilled Senior International Merchandiser to join their team. As a key member of the Merchandising Planning function, you will be responsible for leading the commercial planning function and building a new commercial planning function.Main Responsibilities:Lead the Merchandising Planning...