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Technical Parpalanner - London

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Blakemore Recruitment
📍 London, United Kingdom
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Location London
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Posted June 04, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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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 London. You will provide technical support to their top adviser and the clients on a one-on-one basis.
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 guidelines.

    • The successful candidate...

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    📍 Location Details

    🌆
    City
    London
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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