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Financial Planning Administrator/Paraplanner

Blakemore Recruitment
Full-time London, England Financial Specialists
Posted:
June 04, 2026
Location:
London, England, United Kingdom

Job Description

We are currently recruiting for a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 13 offices in the UK and Ireland, 1,600 people and an international capability in over 100 countries, our aim is to provide an innovative global service.

Job description


Purpose of role:


To provide administrative and planning support to nominated Financial Planners, Associate Directors and Partners. This is a non-advisory role.


Key responsibilities:


Accurate Record Keeping

  • Obtaining and ensuring that the written “know your client” information is on file

  • Logging “know your client” information onto Adviser Office (AO) and storing it on permanent file

  • Keeping AO updated when new policies, unit statements and valuations are received

  • Ensuring ...

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    Job Overview

    Job Type: Full-time
    Location: London, United Kingdom
    Posted: June 04, 2026
    Deadline: July 14, 2026