Technical Paraplanner- Amersham

Blakemore Recruitment; Amersham; On-site; GBP 35,000 - 45,000; Full time

Job summary

A reputable Wealth Management firm is seeking a Technical Paraplanner in Amersham. The ideal candidate will hold a Diploma Level 4 and demonstrate strong technical knowledge in investments and pensions. Excellent communication and organizational skills are essential. This position offers an opportunity to advance in a supportive team environment while working towards Chartered status.

Qualifications

• Experience writing technical reports for high-net-worth clients.
• Hold a Diploma Level 4 and working towards Chartered status.
• Sound technical knowledge of financial services.

Responsibilities

• Support advisers with research and suitability reports.
• Manage correspondence and provide team support.

Skills

Technical report writing

Diploma Level 4 qualification

Communication skills

Organizational abilities

Proactive initiative

Education

Diploma Level 4

Job description

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Technical Paraplanner - Amersham, Amersham

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Client:

Blakemore Recruitment

Location:

Amersham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

eabc69bf3ae3

Job Views:

25

Posted:

10.08.2025

Expiry Date:

24.09.2025

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Job Description:

We are currently recruiting for a well-established boutique Wealth Management firm in Amersham seeking a Technical Paraplanner to join their team. The company offers ethical and honest solutions to help clients achieve their financial goals. With extensive experience, they have earned a strong reputation in the marketplace.

If you are an experienced Paraplanner looking to advance your career in an enterprising environment, this could be the opportunity for you. Candidates should hold at least a Diploma Level 4 qualification. Advanced exams in investments and pensions are advantageous, with a view to achieving Chartered status.

Candidates:

• Experienced Paraplanner capable of writing technical reports for HNW clients
• Diploma Level 4 qualified, working towards Chartered status; advanced exams in investments and pensions preferred
• Sound technical knowledge of the financial services industry across investments and pensions
• Experience with wrap platforms and main tax wrappers
• Excellent written and verbal communication skills, along with strong organizational abilities
• Experience supporting advisers with tasks such as correspondence, research, suitability reports, and team support
• Good interpersonal skills and ability to work well within a friendly team
• Proactive, with the ability to use initiative
• Capable of managing a busy workload efficiently