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Senior Paraplanner

🏢
Blakemore Recruitment
📍 Milton Keynes, United Kingdom
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Location Milton Keynes
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Posted June 05, 2026
🚗
Commute Local Area
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Job Description

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking for a Senior Paraplanner to support their team of successful IFA's.

Role

  • To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers

  • Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning

  • Advanced technical report writing

  • Dealing with wrap platforms and product providers to obtain information about existing and potential investments

  • Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives

  • Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process

  • Undertake reviews of client portfolios and compile annual suitability reports

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    📍 Location Details

    🌆
    City
    Milton Keynes
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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