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Senior Paraplanner

Blakemore Recruitment · London, England, United Kingdom

Location
London
Job Type
Full-time
Posted
June 23, 2026

Job Description

Location - London

Salary - £65,000


A Senior Paraplanning job opportunity has arisen for a well established London based Financial Planning firm.


As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include:

  • Receiving debriefings from the Advisor's post meeting and actioning required tasks

  • Analysing and interpreting data when researching to provide appropriate solutions

  • Provide records to support the undertaken research

  • Draft suitability reports and client illustrations

  • Undertake Fact Finds and provide suitability reporting

  • Work on recommendations with the Directors and Financial Planners

    • Requirements

  • You should ideally have 2+ years’ experience as a Paraplanner

  • You must have a clear understanding of the financial planning process

  • You should be able to produce professiona...

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