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Paraplanner - Henley-on-Thames

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Blakemore Recruitment
📍 Henley-on-Thames, United Kingdom
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Location Henley-on-Thames
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Posted June 18, 2026
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Commute Local Area
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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

We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.

Main Purpose of the Role:

  • To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser

  • To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)

  • To provide support to the adviser team on technical matters

    • Duties and Responsibilities:

  • Production of new business reports and recommendations

  • Following client meetings ensure the Fact Find and all other relevant financial informa...

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    📍 Location Details

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    City
    Henley-on-Thames
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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