Technical Paraplanner
3 weeks ago
Job Summary: We are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and their communications.
Key Responsibilities:
- Carrying out technical research in preparation for client meetings.
- Identifying suitable solutions to meet the needs of HNW clients.
- Drafting recommendation reports/letters for review and sign off by the adviser.
Requirements: The successful candidate will be an experienced Paraplanner, confident in dealing with HNW clients and working with great attention to detail. Diploma qualification and working towards Chartered qualification are desirable.
About the Role: This is an excellent opportunity for a skilled Paraplanner to join our team and contribute to the success of our IFA business.
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Technical Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeTechnical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and their communications. The successful candidate will be confident in dealing with high-net-worth clients and working with great attention to detail.Key Responsibilities:Carrying out...
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Technical Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeTechnical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and their communications. The successful candidate will be confident in dealing with high-net-worth clients and working with great attention to detail.Key Responsibilities:Carrying out...
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Technical Paraplanner
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London, Greater London, United Kingdom Blakemore Recruitment Full timeA 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 for client meetings.Assess client objectives and conduct research to identify suitable solutions.Perform financial...
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Technical Paraplanner
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London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking an experienced Paraplanner to provide technical support to our advisers on a one-on-one basis. The successful candidate will be adept at dealing with HNW clients, working with great attention to detail, and carrying out technical research in preparation for client meetings.The ideal candidate will be Diploma qualified and...
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