Paraplanner/Trainee Adviser - London

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

Job summary

A leading financial planning practice in London seeks a Paraplanner/Trainee Adviser. The role involves preparing client financial reports, supporting advisers, and managing client interactions. This position offers career progression and an attractive remuneration package, focusing on high-net-worth individuals.

Benefits

Attractive remuneration package

Employee benefits

Qualifications

• Level 4 qualified in financial planning.
• 2+ years Paraplanning experience.
• Minimum A level education, ideally a degree.

Responsibilities

• Prepare financial planning reports after adviser meetings.
• Support advisers with client review information.
• Manage client inquiries professionally.

Skills

Communication

Technical knowledge of financial products

Written grammar

Education

A level education

Diploma in financial services

Tools

IRESS

Job description

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Paraplanner/Trainee Adviser - London, London

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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:

d2d7e2c9a199

Job Views:

5

Posted:

07.07.2025

Expiry Date:

21.08.2025

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Job Description:

We are currently recruiting for a Financial Planning practice in London who are looking for an experienced Paraplanner or Trainee Financial Adviser to join their team. They are looking for someone with 2 years+ Paraplanning experience and must be Level 4 qualified.

Purpose

• To provide financial planning reports for clients following adviser client meetings
• To support the advisers with pre-meeting client review information and post meeting reviewletters and ensure all agreed action is carried out by support staff

Main functions

• Prepare and collate the pre-meeting packs for client reviews including portfolio valuationsprovided by the portfolio analyst
• To write-up comprehensive financial planning reports as agreed with adviser
• Obtain KFIs, product information and provider application forms for adviser for new business
• To deal with client enquiries and respond in a professional and courteous manner
• To maintain and update client information on back office systems

Detailed tasks and requirements

• Provision of technical financial planning reports for clients using our templated report as aguide having agreed the key objectives, plan and recommendations with the adviser followingthe client meeting
• Write client letters relating to the annual reviews that are conducted by the adviser with asummary of the clients financial situation, agreed actions relating to the portfolio and anyfurther planning or arrangements to be undertaken
• Make appointments with clients for adviser
• Attend client meetings with adviser and take notes
• Update back office systems

Other key tasks

• Provide technical information on policies and plans to clients and team members as requiredin writing

Knowledge and experience

• Back office system experience use such as IRESS, use of software research systems forproducts and funds, cashflow planning and pensions switching tools
• High technical knowledge of financial services products and financial markets
• Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax

Qualifications

• Minimum A level education, preferably University degree
• Diploma in financial services, preferably working to or achieved chartered
• Highly proficient on word and excel

Key Skills/attributes

• Clear and articulate verbal communication skills
• Highly motivated to succeed
• Strong ability with written grammar
• Good telephone manner
• Smart and professional presentation
• Ability to work in a small team

This is an opportunity to join a small firm of independent financial advisers supporting the managingpartner and one other chartered adviser with a view to career progression to adviser and potentiallypartnership involvement if desired. Clients are high net worth individuals who expect a high level ofpersonal service and have been introduced by other professionals such as accountants and solicitors.

Attractive remuneration package which includes employee benefits.