Technical Paraplanner

4 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 investments and pensions will be an advantage.

Key Responsibilities:

  • Writing technical reports for HNW clients
  • Supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports
  • Providing support to other members of a paraplanning team
  • Managing own case load in a busy working environment

Requirements:

  • Diploma Level 4 qualified and working towards Chartered status
  • Advanced level exams in investments and pensions will be an advantage
  • Sound technical knowledge of the financial services industry across a full range of investments and pensions
  • Experience of wrap platforms and main tax wrappers
  • Excellent written and verbal communication skills, as well as organisation skills
  • Good interpersonal skills and ability to work well in a team

About Us:

We are a well-established boutique Wealth Management firm in Amersham, offering ethical and honest solutions to help our clients achieve their financial goals.

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