Paraplanner - High Wycombe

Blakemore Recruitment; High Wycombe; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-respected financial planning practice near High Wycombe is seeking a Paraplanner with at least 3 years of experience. The role offers the chance to provide quality technical support, helping clients navigate their investments, pensions, and more while progressing in a collaborative team environment.

Benefits

Additional benefits

Qualifications

• Minimum of 3 years in Paraplanning is essential.
• Experience in financial services with knowledge of investments and pensions.
• Ability to communicate effectively and produce high-quality reports.

Responsibilities

• Provision of high-quality technical support and client portfolio analysis.
• Conduct fund and product research, prepare suitability reports.
• Liaise with administrators to ensure client administration is updated.

Skills

Communication

Numeracy

Analytical skills

Team collaboration

Problem Solving

Education

Diploma Level 4 Qualified

Tools

Microsoft Office

Analytical tools

Job description

Social network you want to login/join with:

Paraplanner - High Wycombe, High Wycombe

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Client:

Blakemore Recruitment

Location:

High Wycombe, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a9249f4f43f2

Job Views:

48

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

We are currently recruiting for a Financial Planning practice based near High Wycombe who are looking for a Paraplanner to join their team.

The position will be suitable to someone who has a minimum of 3 years background inParaplanning, and working towards or at Diploma Level 4 Qualified.

It is essential that candidates demonstrate a strong background within a similar environmentas a Paraplanner as well as having an outgoing and aspirational personality.

Requirements:

To be successful in this Paraplanning role, you will also need to be a good communicator andhave a working knowledge of the financial services industry across the full range ofinvestments, pensions, retirement solutions, trusts and both personal and businessprotection.

Your key responsibilities will be provision of high quality technical support and a goodstandard of literacy, written grammar and numeracy. Day to day duties will include fund andproduct research, writing bespoke and compliant suitability reports, preparing client portfolioreview analysis, reviewing letters, overseeing the implementation of investments, cash flowmodelling, attendance at client meetings and liaising with team Administrators to ensure
general client administration is kept up to date.

You will be computer literate with the ability to use Microsoft Office including Excel and Wordwith a good knowledge of analytical tools and numerical aptitude.

Personal Requirements:

• A team player who enjoys a collaborative environment as well as ability to be self-motivated whilst remote working
• Highly industrious and pro-active approach with the ability to anticipate Adviserneeds
• Adept at seamlessly pulling together all strands of a case from Administrativethrough to Compliance and Technical to work with the Adviser to serve the client`sbest interests
• Highly positive and personable individual who can stay calm under pressure
• Open and approachable demeanour with solid communication skills

This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you havethe necessary experience for this Paraplanner role please apply now!