Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support top advisers with technical research and client meetings.
- Company: Leading wealth management firm in London with a focus on HNW clients.
- Benefits: Competitive salary up to £60,000 plus additional benefits.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experienced paraplanner with strong knowledge of investment and pension products.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
Social network you want to login/join with:
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 will be an experienced paraplanner, confident in dealing with HNW clients. You will have strong knowledge of all investment, life and pensions’ products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.
If you are looking for the next move in their career, get in touch to find out more about this and other roles we are working on.
Up to £60,000 + benefits
#J-18808-Ljbffr
Technical Parpalanner - London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Parpalanner - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Technical Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss investment, life, and pensions products. We want you to shine when it comes to demonstrating your expertise to potential employers!
✨Tip Number 3
Don’t forget to showcase your experience with HNW clients. Share specific examples of how you've successfully supported advisers and met client needs. This will help you stand out as the ideal candidate for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Technical Parpalanner - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience with HNW clients and any relevant technical skills. We want to see how you can bring value to our team!
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. Share specific examples of your past work that align with the key duties mentioned in the job description.
Showcase Your Technical Knowledge: Since this role involves a lot of technical research and financial analysis, make sure to showcase your knowledge of investment, life, and pensions products. We love seeing candidates who are confident in their expertise!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, life, and pensions products. Familiarise yourself with the latest legislation and trends in wealth management. This will not only help you answer technical questions but also show that you're genuinely interested in the field.
✨Research the Company
Take some time to understand the wealth management firm you're interviewing with. Look into their values, recent news, and their approach to client relationships, especially with HNW clients. This will help you tailor your answers and demonstrate that you’re a good fit for their culture.
✨Prepare for Scenario Questions
Expect to be asked about specific scenarios you might face as a paraplanner. Think about how you would handle client meetings, conduct financial analysis, or draft recommendation reports. Practising these responses can help you feel more confident during the interview.
✨Showcase Your Soft Skills
While technical skills are crucial, don’t forget to highlight your interpersonal skills. Being able to communicate effectively with advisers and clients is key. Share examples of how you've built relationships or resolved conflicts in previous roles to illustrate your ability to connect with others.
