Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by crafting detailed reports and attending client meetings.
- Company: Award-winning wealth management firm with a friendly, supportive team.
- Benefits: Home-based or hybrid working, career development opportunities, and training provided.
- Why this job: Join a respected firm and grow your career in financial planning.
- Qualifications: 5+ years of Paraplanning experience and strong financial services knowledge.
- Other info: Long-term commitment encouraged with potential to advance to Senior Paraplanner.
The predicted salary is between 36000 - 60000 £ per year.
Blakemore Recruitment are proudly assisting an award-winning, well-respected and long-established wealth management firm recruit for a diploma qualified Paraplanner with 5 years+ experience to join their expanding team. This role can be home-based or hybrid working. They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.
You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry. This role is the perfect opportunity for an experienced Paraplanner. This is a challenging role where the company will provide the successful candidate with the required training to further their career. Our client is seeking a long-term commitment from an individual who will hopefully grow and develop in the role over a number of years. There will be ample opportunity to become a Senior Paraplanner or a Financial Planner within the company, depending on the career path they wish to pursue in the fullness of time.
Do you have the following experience?
- It is essential to have at least 5 years’ experience in a Paraplanning role.
- Solid generalist experience within the Financial Services sector.
- Good understanding of compliance issues and maintenance of client files and confidentiality.
- A good working knowledge of appropriate systems such as Microsoft Office suite, Cashflow modelling tools, etc.
- Numerate and familiar with operating and creating spreadsheets.
- Comfortable in crafting detailed letters and comprehensive bespoke reports.
Key elements of the role:
- To attend client meetings with the Financial Planner to take detailed notes of the meeting;
- Transpose the meeting notes into the Factfind and Investment Risk Discussion document for submission;
- To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or documenting the advice to be provided to the Paraplanner;
- Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
- Respond to client emails by analysing and researching the technical questions and creating the appropriate response for the client or FP Director;
- Assist team PA with technical matters and liaising with clients in the absence of the FP Director.
Do you believe this could be the right fit for you? Please apply or get in touch.
Senior Paraplanner - Home-Based/Hybrid Working in London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Home-Based/Hybrid Working in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of compliance issues and client file maintenance. Be ready to discuss how your experience aligns with the role's requirements, especially your familiarity with systems like Microsoft Office and cashflow modelling tools.
✨Tip Number 3
Showcase your skills by creating a portfolio of your best work. Include examples of detailed letters and bespoke reports you've crafted. This will not only impress potential employers but also give you confidence when discussing your experience.
✨Tip Number 4
Don't forget to apply through our website! It's the easiest way to get your application noticed. Plus, we love seeing candidates who are proactive about their job search. Let's get you that Senior Paraplanner position!
We think you need these skills to ace Senior Paraplanner - Home-Based/Hybrid Working in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of Paraplanning experience and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in financial planning and compliance.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your familiarity with systems like Microsoft Office and your ability to create detailed reports, as these are key to the position.
Showcase Your Team Spirit: Since we value teamwork, make sure to mention any experiences where you’ve collaborated effectively with others. Highlighting your ability to work alongside Financial Planners and support staff will show us you’re a great fit for our friendly team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around compliance and client confidentiality. Be ready to discuss your experience in detail, as they’ll want to see how your 5+ years of Paraplanning experience can benefit their team.
✨Showcase Your Skills
Prepare to demonstrate your proficiency with Microsoft Office and any cashflow modelling tools. Bring examples of spreadsheets or reports you've created, as this will show you’re not just talking the talk but walking the walk.
✨Be Client-Focused
Since the role involves attending client meetings, think about how you can convey your ability to take detailed notes and transcribe them into actionable documents. Share examples of how you’ve successfully managed client communications in the past.
✨Think Long-Term
The company is looking for someone who’s committed for the long haul. Be prepared to discuss your career aspirations and how you see yourself growing within the firm. This shows you’re not just looking for a job, but a place to develop your career.
