Paraplanner - London(Home-Working)

Blakemore Recruitment; London; Remote; GBP 35,000 - 55,000; Full time

Job summary

A leading financial planning practice based in London seeks a Level 4 Paraplanner to join their high-performing team. The role involves delivering exceptional client service and preparing comprehensive reports, while ensuring compliance and quality in all communications. Candidates should possess a CII Diploma in Financial Planning and demonstrate excellent analytical and reporting skills, with opportunities for professional growth within the award-winning firm.

Benefits

Great salary and benefits package

Qualifications

• Proficiency in complex report writing.
• Experience analysing clients’ circumstances for holistic advice.
• Strong IT skills with a good knowledge of regulatory requirements.

Responsibilities

• Provide high quality technical and administrative support to Advisers.
• Prepare recommendation reports for clients’ investment portfolios.
• Liaise with teams and third party providers to ensure compliance.

Skills

Analysing clients’ circumstances

Technical and administrative support

Communication skills

Organisational skills

Time management skills

Report writing

Education

CII Diploma in Financial Planning

Tools

CURO

IRESS

FE Analytics

Voyant

MS Office

Job description

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c84c9ecb8866

Job Views:

3

Posted:

25.06.2025

Expiry Date:

09.08.2025

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Job Description:

We are currently recruiting for a highly regarded Financial Planning practice in London who are looking to recruit a Level 4 Paraplanner.

The company are an award-winning team of Independent Financial Advisers who provide a personal, independent
and bespoke wealth management service to high net worth clients.

The Role

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Key Responsibilities

• Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
• Providing high quality technical, administrative and research support to the Advisers;
• Undertaking whole-of-market research as required, including investments, pensions and protection plans;
• Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
• Liaising with the Regulatory & Technical team to ensure the advice is compliant;
• Be able to prioritise work in your queue by liaising with advisers on a regular basis;
• Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
• Building strong and effective working relationships with other teams in the firm and third party product providers
• Attending and contributing to meetings - both internal and external - and delivering group and
  individual training on topics appropriate to the role;
• Ensuring that all client records and data are maintained accurately and efficiently;
• Participating in ad hoc projects and tasks as and when required.

Knowledge, Skills & Experience

• The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;
• Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
• Proficiency in complex report writing;
• Experience liaising with third party providers;
• CII Diploma in Financial Planning (as a minimum);
• Excellent grammar, spelling and punctuation skills;
• Excellent interpersonal and communication skills;
• A high standard of personal organisational and time management skills;
• Experience within Private Wealth Management;
• Experience of working to targeted service standards and procedures;
• A good working knowledge of regulatory requirements;
• Ambitious and goal-orientated;
• Evidence of continual learning and development of skills and knowledge;
• Experience of working unsupervised with a high level of self-motivation;
• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
• Experience of using CURO or IRESS software;
• Experience of using FE Analytics and Voyant;
• Previous experience dealing with Group Life and Pension Schemes;
• Experience of training and people development.

Great salary and benefits package on offer.