Senior Paraplanner/ Technical Consultant

Blakemore Recruitment; London; On-site; GBP 60,000 - 69,000; Full time

Job summary

A leading Wealth Manager in London seeks a Senior Paraplanner to closely support a Wealth Manager. Ideal candidates will have Financial Services experience, high-level report writing skills, and the ability to engage clients face-to-face. With a competitive salary of £60,000 plus bonuses, this role offers a unique opportunity beyond a typical paraplanner position.

Qualifications

• Minimum Diploma qualified with intention to achieve Chartered status soon.
• High level report writing experience essential.
• Experience in working for an IFA or Wealth Manager is preferred.

Responsibilities

• Work closely with a Wealth Manager, attending meetings.
• Prepare suitability reports with administrator support.
• Manage workload and meet deadlines while providing high quality service.

Skills

Attention to detail

Excellent communication skills

Project management

Working knowledge of investments

Education

Diploma in Financial Services

Job description

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Senior Paraplanner/ Technical Consultant, 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:

35a2e0fbfbc0

Job Views:

31

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

A leading Wealth Manager in London is currently seeking a Senior Paraplanner who will work very closely with a Wealth manager, hold Financial Services experience and be Chartered or close to.

The role will be suitable for someone who has a background as a high level paraplanner within the Financial Services industry, either working for an IFA or Wealth Manager. A previous adviser with recent relevant paraplanning experience will also be considered as this role will be the right hand man to their leading adviser. You will attend meetings with them and will not solely be stuck in the office.

You will have attention to detail, excellent communication skills and a working knowledge of investments. High level report writing experience is essential but you will have an administrator to prepare most suitability reports.

The role requires an individual who is comfortable face to face, experienced in working to deadlines, prioritising workload, project management and providing a high level of service at all times. To be successful, you will be minimum Diploma qualified with the intention to achieve Chartered status soon.

Salary £60,000 plus bonus and benefits. This is an excellent opportunity and is not a regular Senior Paraplanner role.