Paraplanner - Stokenchurch

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

Job summary

A growing financial planning firm in Stokenchurch seeks a Paraplanner to support its expansion. Candidates should possess at least 3 years of Paraplanning experience, alongside strong communication and analytical skills. This role offers a chance to thrive in a collaborative environment with significant career progression and a competitive benefits package.

Benefits

Company pension scheme

Death in Service Life Cover

Salary sacrifice Electric Car Scheme

Health Cash Plan

Discounted group PMI scheme

Qualifications

• Minimum of 3 years background in Paraplanning.
• Working towards or at Diploma Level 4 Qualified.
• Strong background in financial services.

Responsibilities

• Provide high quality technical support.
• Conduct fund and product research.
• Write bespoke and compliant suitability reports.

Skills

Communications

Analytical skills

Teamwork

Numerical aptitude

Education

Diploma Level 4 Qualified

Tools

Microsoft Office

Job description

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Client:

Blakemore Recruitment

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Other

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EU work permit required:

Yes

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Job Reference:

e863f519001c

Job Views:

81

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

We are currently recruiting for a growing financial planning firm in Stokenchurch who are looking to recruit a Paraplanner due to company growth.

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

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

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

Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, 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 Word with agood knowledge of analytical tools and numerical aptitude.

Main Tasks and Responsibilities

• Receiving instructions during debriefings from advisers following client meetings.
• Interpreting data obtained by advisers during client meetings.
• Analysing data and using research tools to provide solutions to meet client needsand objectives.
• Providing records to support research undertaken.
• Consolidation of client needs and objectives, recommendations and course of action in awritten format via a suitability letter, client specific illustration and key features document.
• Carrying out all tasks in a manner consistent with compliance procedures.
• Preparation of existing client files ready for reviews.
• Ensuring all client files are compliant on an ongoing basis
• All business related administrative duties

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 Adviser needs
• Adept at seamlessly pulling together all strands of a case from Administrative through toCompliance and Technical to work with the Adviser to serve the client`s best interests
• Highly positive and personable individual who can stay calm under pressure
• Open and approachable demeanour with solid communication skills

Benefits Package

• A Company pension scheme (currently with 5% Employer contribution),
• 4 x Death in Service Life Cover
• Salary sacrifice Electric Car Scheme
• A Health Cash Plan provided by Westfield Health. This is a P11d benefit.
• Entitled to join our group PMI scheme with Vitality at a discounted rate

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