Technical Parpalanner - London

Blakemore Recruitment
Full-time London, England Legal Support Workers
Posted:
May 28, 2026
Location:
London, England, United Kingdom

Job Description

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...

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    Job Overview

    Job Type: Full-time
    Location: London, United Kingdom
    Posted: May 28, 2026
    Deadline: July 07, 2026