Technical Paraplanner
1 month ago
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 for client meetings.
- Assess client objectives and conduct research to identify suitable solutions.
- Perform financial analysis to draft recommendation reports and letters for review and sign-off.
- Undertake annual reviews, prepare valuations, and attend internal/external 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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Technical Paraplanner
1 month 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 handling client communications.Key Responsibilities:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their needs.Drafting...
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Technical Paraplanner
1 month 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 handling client communications.Key Responsibilities:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their needs.Drafting...
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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 handling client communications.Key Responsibilities:Carrying out technical research in preparation for client meetingsIdentifying suitable solutions to meet client needsDrafting...
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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 handling client communications.Key Responsibilities:Carrying out technical research in preparation for client meetingsIdentifying suitable solutions to meet client needsDrafting...
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Technical Paraplanner
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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 high net worth clients in the Bank/Liverpool St area.Key responsibilities include:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner OpportunityWe are seeking an experienced Paraplanner to join our small, highly professional IFA business in the Bank/Liverpool St area.Key Responsibilities:Provide technical support to the adviser on a one-on-one basis.Deal with client communications, whether in writing or by telephone.Carry out technical research in preparation for client...
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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
1 month ago
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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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 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
3 weeks ago
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 client meetings.Assess client objectives and conduct research to identify suitable solutions.Perform financial...
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Technical Paraplanner
3 weeks ago
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 client meetings.Assess client objectives and conduct research to identify suitable solutions.Perform financial...
-
Technical Paraplanner
1 month ago
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...
-
Technical Paraplanner
3 weeks ago
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
2 months ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...
-
Technical Paraplanner
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...
-
Technical Paraplanner
2 months ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...
-
Technical Paraplanner
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. As a key member of the team, you will provide technical support to top advisers and clients on a one-on-one basis. Your responsibilities will include: * Conducting technical research to prepare for client meetings * Assessing client...