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.
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