Blakemore Recruitment is seeking an experienced IFA Sales support administrator/Paraplanner in Amersham. The role blends administration with paraplanning and requires strong analytical skills.
You will handle client queries, record communications, collect client information and work with the Financial Adviser to prepare financial reports and suitability documentation. The position offers career progression within a progressive employer.
#J-18808-Ljbffr
IFA Paraplanner & Admin Specialist employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.