Technical Paraplanner - Chartered Practice

TN United Kingdom; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in London is seeking an experienced Technical Paraplanner to provide technical support to advisers and HNW clients. The role involves conducting research, financial analysis, and ensuring compliance with guidelines. Ideal candidates will have a strong background in investment and pensions legislation.

Qualifications

• Experience dealing with HNW clients.
• Strong knowledge of investment, life, and pensions products.

Responsibilities

• Conduct technical research for client meetings.
• Draft recommendation reports for adviser review.
• Prepare valuations and attend client meetings.

Skills

Technical Research

Client Management

Financial Analysis

Compliance Knowledge

Education

Chartered Practice Certification

Job description

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Technical Paraplanner - Chartered Practice, 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:

08f37a6f4632

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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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.