Paraplanner - Farnborough

Blakemore Recruitment · Farnborough, England, United Kingdom

Location

Farnborough

Job Type

Full-time

Posted

June 30, 2026

Job Description

Blakemore Recruitment are proudly assisting a well established, leading Financial Services organisation seek their next Paraplanner to join their expanding team in Farnborough. This role allows for home working.
Job Purpose:

The Paraplanner will be responsible for:
Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines (OPAL) to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided. As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate.

Using research tools to ensure independent/holistic advice is provided to the client in line as requested by the Private Client Consultant.

Liaise with consultants plus third parties for additional information to support the recommend...
        

Ready to Apply?

Submit your application for Paraplanner - Farnborough at Blakemore Recruitment

Apply Now