Technical Paraplanner - Chartered Practice

Blakemore Recruitment; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Une opportunité passionnante s’offre pour un Paraplanner expérimenté au sein d'une entreprise de gestion de patrimoine de premier plan à Londres. Vous serez responsable d'apporter un soutien technique aux conseillers et aux clients fortunés, en réalisant des analyses financières et en préparant des solutions adaptées aux besoins des clients. Ce rôle essentiel nécessite une connaissance approfondie des produits d'investissement, de vie et de pensions ainsi qu'une expérience avérée dans un environnement IFA ou de conseil.

Qualifications

• Confiance dans la gestion de clients HNW.
• Expérience dans un cabinet IFA ou un cabinet de conseil.
• Connaissance des législations sur les investissements, la vie et les pensions.

Responsibilities

• Effectuer des recherches techniques pour les réunions clients.
• Rédiger des rapports de recommandation pour les conseillers.
• Préparer des évaluations annuelles et des réunions avec les clients.

Skills

Analyse financière

Recherche technique

Conformité réglementaire

Service client

Education

Expérience en tant que Paraplanner

Connaissances en investissements et produits de vie

Job description

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Technical Paraplanner - Chartered Practice, City of London

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Client:

Blakemore Recruitment

Location:

City of London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

08f37a6f4632

Job Views:

50

Posted:

24.06.2025

Expiry Date:

08.08.2025

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Job Description:

A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in London. You will provide technical support to their top adviser and the clients on a one-on-one basis.

Key Duties include:

• Working alongside the company’s most productive advisers, carrying out technical research in preparation for client meetings.
• Assess the client’s objectives and carry out research to identify suitable solutions to meet client’s needs.
• Carry out financial analysis to enable you to draft recommendation reports/letters for review and sign off by the advisers.
• Undertake annual reviews, prepare valuations, arranging and attending internal/external client meetings and on-going servicing of clients
• Check all appropriate data is accurately recorded and ensure all compliance procedures and paperwork are in line with company and FSA guidelines.

The successful candidate will be an experienced paraplanner, confident in dealing with HNW clients. You will have strong knowledge of all investment, life and pensions products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.

If you are looking for the next move in their career, get in touch to find out more about this and other roles we are working on.