Technical Paraplanner - Wealth Management

TN United Kingdom; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a skilled Technical Paraplanner to support High Net Worth clients in London. This role offers a unique opportunity to work closely with advisers, conducting detailed technical research and preparing comprehensive reports. The ideal candidate will possess a Diploma in Financial Services and be working towards Chartered status, showcasing their commitment to professional growth. Join a small, dedicated team where your expertise will directly impact client satisfaction and business success. If you are ready to take the next step in your career, this position could be the perfect fit for you.

Qualifications

• Experienced Paraplanner with a focus on High Net Worth clients.
• Confident in technical research and drafting recommendation reports.

Responsibilities

• Conduct technical research for client meetings and identify suitable solutions.
• Draft recommendation reports and letters for adviser review.

Skills

Technical Research

Client Communication

Attention to Detail

Education

Diploma in Financial Services

Chartered Status (in progress)

Job description

Job Title: Technical Paraplanner - Wealth Management, London

Client: Blakemore Recruitment

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 7501eed03136

Job Views: 4

Posted: 29.04.2025

Expiry Date: 13.06.2025

Job Description:

A fantastic opportunity has arisen for an experienced Paraplanner, adept at dealing with High Net Worth (HNW) clients, to join a small, highly professional Independent Financial Advisor (IFA) business in the Bank/Liverpool Street area. You will provide technical support to the adviser on a one-on-one basis, as well as handle client communications via written correspondence and telephone.

Your responsibilities will include conducting technical research in preparation for client meetings, identifying suitable solutions to meet client needs, and drafting recommendation reports and letters for review and approval by the adviser.

The ideal candidate will be an experienced Paraplanner confident in dealing with HNW clients and attentive to detail. Qualification-wise, you will ideally be Diploma qualified and working towards Chartered status, although candidates without this are also considered.

If you are contemplating your next career move, contact us to learn more about this role and other opportunities we are currently handling.