Technical Paraplanner- Amersham

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

Job summary

A well-established boutique Wealth Management firm in Amersham is seeking a Technical Paraplanner. The successful candidate will provide ethical financial solutions and needs to be Diploma Level 4 qualified, ideally progressing towards Chartered status. This role offers an excellent opportunity for experienced candidates looking to advance in a supportive and dynamic environment.

Qualifications

• Experienced in writing technical reports for high-net-worth clients.
• Diploma Level 4 qualified, with advanced exams in investments and pensions preferred.
• Solid technical knowledge of financial services across investments and pensions.

Responsibilities

• Writing technical reports related to high-net-worth cases.
• Supporting advisers with research, correspondence, and suitability reports.
• Managing own caseload in a busy environment.

Skills

Technical reporting

Communication

Organizational skills

Interpersonal skills

Education

Diploma Level 4

Job description

Social network you want to login/join with:

Technical Paraplanner- Amersham, Amersham

col-narrow-left

Client:

Blakemore Recruitment

Location:

Amersham, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

eabc69bf3ae3

Job Views:

28

Posted:

18.06.2025

Expiry Date:

02.08.2025

col-wide

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 firm offers ethical and honest financial solutions to help clients achieve their goals, with a strong reputation built over many years.

If you are an experienced Paraplanner looking to advance your career in a dynamic environment, this could be an excellent opportunity. 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.

Candidate requirements:

• Experience in writing technical reports for high-net-worth clients
• Diploma Level 4 qualified, working towards Chartered status; advanced exams in investments and pensions are a plus
• Solid technical knowledge of the financial services industry across investments and pensions
• Experience with wrap platforms and main tax wrappers
• Excellent communication and organizational skills
• Experience supporting advisers with tasks such as correspondence, research, suitability reports, and team support
• Strong interpersonal skills and the ability to work collaboratively
• Proactive, self-motivated, and able to manage own caseload in a busy environment