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 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.


  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.About the RoleThis is a fantastic opportunity for a qualified Paraplanner to continue their career in a dynamic environment. The ideal candidate...

  • Technical Paraplanner

    4 weeks ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Technical Paraplanner - AmershamWe 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...

  • Technical Paraplanner

    4 weeks ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Technical Paraplanner - AmershamWe 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...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at a well-established boutique Wealth Management firm in Amersham. The successful candidate will have a strong technical knowledge of the financial services industry and be able to write high-quality reports for HNW clients.Key Responsibilities:Write technical reports...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will...

  • Technical Paraplanner

    4 weeks ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...

  • Technical Paraplanner

    4 weeks ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...

  • Technical Paraplanner

    1 month ago


    Amersham, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...

  • 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 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...


  • 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

    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...


  • 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 clientsSupport...


  • Amersham, United Kingdom Blakemore Recruitment Full time

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