Paraplanner/Trainee Adviser - London

Blakemore Recruitment · London, England, United Kingdom

Location

London

Job Type

Full-time

Posted

July 09, 2026

Job Description

We are currently recruiting for a Financial Planning practice in London who are looking for an experienced Paraplanner or Trainee Financial Adviser to join their team. They are looking for someone with 2 years+ Paraplanning experience and must be Level 4 qualified.
Purpose
To provide financial planning reports for clients following adviser client meetings

To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff
Main functions
Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst

To write-up comprehensive financial planning reports as agreed with adviser

Obtain KFIs, product information and provider application forms for adviser for new business

To deal with client enquiries and respond in a professional and courteous man...
        

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