Paraplanner
other jobs Blakemore Recruitment
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £55,000 per annum
Job Description:
Paraplanner – Financial Planning Boutique
London | £55,000
Are you an experienced Paraplanner looking to join a highly respected, client-focused financial planning firm in London? This is an excellent opportunity to become part of a collaborative and supportive environment where your technical expertise and attention to detail will be truly valued.
The CompanyOur client is a well-established financial planning boutique with over 40 years of success. Built on long-term relationships and organic growth, the firm prides itself on delivering tailored advice and exceptional client service. With a strong, family-oriented culture, they offer a friendly and professional working environment where employees are supported to develop and thrive.
The RoleAs a Paraplanner, you will play a key role in supporting Financial Planners to deliver high-quality, bespoke advice to clients. Your responsibilities will include:
*Conducting technical research across pensions, investments, protection, and estate planning
*Drafting detailed, client-focused suitability reports
*Assisting with cashflow modelling and scenario planning
*Liaising with providers and clients to gather key information
*Supporting the advice process to ensure a smooth client journey
*Keeping up to date with FCA regulations and compliance requirements
About YouTo be successful in this role, you will have:
*Diploma in Regulated Financial Planning (DipPFS)
*Strong technical knowledge of tax, trusts, wrappers, and investment strategies
*Excellent written communication and analytical skills
*High attention to detail and strong organisational abilities
*Confidence using Microsoft Office (experience with Voyant and FE Analytics is advantageous)
What’s on Offer*Competitive salary of £55,000
*25 days holiday plus bank holidays
*Private health insurance
*Enhanced parental leave
*Employer pension contributions
*Ongoing exam support toward Chartered status
*A supportive team environment with future flexibility options
*Full-time office-based during training/probation, with a transition to hybrid working (3 days in the office) thereafter
If you’re a motivated Paraplanner seeking a new challenge in a forward-thinking London firm, we’d love to hear from you. Apply today or contact us for a confidential discussion.
London | £55,000
Are you an experienced Paraplanner looking to join a highly respected, client-focused financial planning firm in London? This is an excellent opportunity to become part of a collaborative and supportive environment where your technical expertise and attention to detail will be truly valued.
The CompanyOur client is a well-established financial planning boutique with over 40 years of success. Built on long-term relationships and organic growth, the firm prides itself on delivering tailored advice and exceptional client service. With a strong, family-oriented culture, they offer a friendly and professional working environment where employees are supported to develop and thrive.
The RoleAs a Paraplanner, you will play a key role in supporting Financial Planners to deliver high-quality, bespoke advice to clients. Your responsibilities will include:
*Conducting technical research across pensions, investments, protection, and estate planning
*Drafting detailed, client-focused suitability reports
*Assisting with cashflow modelling and scenario planning
*Liaising with providers and clients to gather key information
*Supporting the advice process to ensure a smooth client journey
*Keeping up to date with FCA regulations and compliance requirements
About YouTo be successful in this role, you will have:
*Diploma in Regulated Financial Planning (DipPFS)
*Strong technical knowledge of tax, trusts, wrappers, and investment strategies
*Excellent written communication and analytical skills
*High attention to detail and strong organisational abilities
*Confidence using Microsoft Office (experience with Voyant and FE Analytics is advantageous)
What’s on Offer*Competitive salary of £55,000
*25 days holiday plus bank holidays
*Private health insurance
*Enhanced parental leave
*Employer pension contributions
*Ongoing exam support toward Chartered status
*A supportive team environment with future flexibility options
*Full-time office-based during training/probation, with a transition to hybrid working (3 days in the office) thereafter
If you’re a motivated Paraplanner seeking a new challenge in a forward-thinking London firm, we’d love to hear from you. Apply today or contact us for a confidential discussion.
Job number 3645367
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Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...