Technical Paraplanner

3 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

A highly sought-after opportunity has arisen for an experienced Paraplanner to provide technical support to a leading wealth management firm in London.

Key Responsibilities:
  • Collaborate with top advisers to conduct technical research and prepare client meetings.
  • Assess client objectives and conduct research to identify suitable solutions.
  • Perform financial analysis to draft recommendation reports and letters for review.
  • Undertake annual reviews, prepare valuations, and attend client meetings.
  • Ensure accurate data recording and compliance with company guidelines.

The successful candidate will be an experienced Paraplanner with strong knowledge of investment, life, and pensions products/legislation. They will have a proven track record of supporting advisers and be confident in dealing with HNW clients.

Salary: Up to £60,000 + benefits

Job Type: Full-time


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