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Paraplanner

Blakemore Recruitment

London, England, United Kingdom Full-time June 08, 2026
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Opportunity Description

We are assisting a leading wealth management firm based in London look for their next Paraplanner to join their grown business.

The Role: Paraplanner


You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include:

  • Collating client information and preparing suitability letters for a variety of technical cases
  • Preparing illustrations and reports for client meetings
  • Managing cases to completion and working with internal processing systems
  • Ensuring that the business obtained is being processed compliantly and in a timely manner
  • Liaising with colleagues and third parties on a daily basis
  • You will be given full training on the relevant IT systems


    Requirements


    The Person: Paraplanner

  • This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who e...
  • Full-time Business Operations Specialists

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