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Paraplanner - Chartered Practice

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Blakemore Recruitment
📍 Newbury, United Kingdom
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Location Newbury
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Posted June 15, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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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 Newbury. You will provide technical support to their top advisers within the business.

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 ca...

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    📍 Location Details

    🌆
    City
    Newbury
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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