Blakemore Recruitment

Paraplanner (Level 4 Diploma Qualified) Location: Thames Ditton Salary: Up to £50,000 (dependent on experience) + bonus & benefits A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases. The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment. Key Responsibilities Analyse client information including fact finds, existing records and adviser meeting notes Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning Support advisers in preparation for client meetings and reviews Analyse existing client portfolios and identify planning opportunities Research financial products and providers to support appropriate recommendations Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning Attend client meetings alongside Financial Advisers when required Work closely with internal teams to ensure efficient processing and submission of business Keep up to date with regulatory developments and ensure compliance with industry standards Maintain relationships with product providers and platforms Contribute to internal investment discussions and committee activity Requirements Minimum Level 4 Diploma in Financial Planning (essential) At least 2 years' experience in a Paraplanning role within an IFA or Wealth Management firm Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning Experience using back-office systems such as Intelliflo , wrap platforms, FE Analytics and cashflow planning software Excellent attention to detail with strong written and verbal communication skills Professional, organised and solution-focused approach Strong team player able to work collaboratively within a technical team Based locally or within a reasonable commuting distance of Woking What's on Offer Salary up to £50,000 (negotiable depending on experience) 25 days holiday + bank holidays Company pension Discretionary annual bonus Death in service (3x salary) Ongoing career development and support with further qualifications Friendly, professional and sociable office environment If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development. Apply today to find out more.

Paraplanner (Level 4 Qualified) Hertford Full-time £50,000 - £60,000 + Excellent Benefits We are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment. The Role As a Paraplanner, you will work closely with the firm's advisers, providing comprehensive technical support across a broad range of financial planning areas. Responsibilities will include: Conducting detailed research to support client recommendations Performing tax calculations across various planning scenarios Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches) Supporting advisers across pensions, investments, and inheritance tax planning Contributing to the ongoing development of client strategies This role requires someone who can work independently while also being an integral part of a close-knit team. About You Level 4 Diploma qualified (essential) Proven experience in a paraplanning role within financial services Strong technical knowledge across pensions, investments, and tax planning High ethical standards and attention to detail Ability to manage workload independently and meet deadlines Team-oriented mindset with excellent communication skills Technical skills: Proficient in Intelligent Office (essential) Experienced with FE Analytics (essential) Familiarity with Genovo (preferred) The Firm Boutique financial planning firm with 4 advisers Expertise across pensions, investments, inheritance tax planning, and employee benefits Clients include private individuals, limited companies, and charities Business generated exclusively through referrals and professional connections Salary & Benefits Basic salary: £50,000 - £60,000 (dependent on experience) Christmas bonus Tax-free bonuses up to £3,600 per annum via Employee Ownership Trust 7% employer pension contributions (band earnings) Group life assurance Income protection scheme Working Arrangement Office based in Hertford Hybrid working available (typically 1 day per week from home) During the first 6 months, a stronger office presence is expected to support onboarding and integration Apply Now If you are an experienced Paraplanner looking to join a supportive and highly regarded firm where your expertise will be valued, we would love to hear from you.

Technical Paraplanner Witney Salary £50,000-£55,000 Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.

Senior Paraplanner (Chartered) - London Hybrid Working - 3 Days Office / 2 Days Home Basic Salary: £65,000-£75,000 Are you a Chartered Paraplanner ready to take the next step in a truly technical, high-quality Independent IFA environment? We're working with a highly respected Independent Financial Advisory firm seeking an experienced Senior Paraplanner to join their growing team. This is an outstanding opportunity for a technically strong professional who thrives on complex cases and delivering exceptional client outcomes. The Role As a Senior Paraplanner, you will work closely with Financial Planners, providing detailed technical support across a broad range of wealth management areas. This is not a process-driven, report-factory role - you'll be heavily involved in complex planning and high-net-worth strategies. Key Requirements Chartered status (essential) Minimum 5 years' experience as a Senior Paraplanner within an Independent IFA firm Strong technical expertise in: Venture Capital Trusts (VCTs) Enterprise Investment Schemes (EIS) Business Relief Complex tax planning Pensions & investment strategies Experience dealing with high-net-worth clients Ability to work independently while supporting Advisers at a senior level What's on Offer £65,000-£70,000 basic salary Hybrid working (3 days office / 2 days home) High-quality, technically challenging work Supportive, professional environment Clear long-term career progression This is an excellent opportunity for a career-focused paraplanner who enjoys the technical side of financial planning and wants to be valued as a key part of the advisory team. If you'd like to have a confidential discussion, please get in touch.

We are currently recruiting for a boutique financial planning firm in Amersham who are looking to recruit a Paraplanner. The position will be suitable for someone who has a minimum of 2 years of background in Paraplanning, and working towards or at Diploma Level 4 Qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality. To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection. Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date. You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude. Main Tasks and Responsibilities Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. Carrying out all tasks in a manner consistent with compliance procedures. Preparation of existing client files ready for reviews. Ensuring all client files are compliant on an ongoing basis All business related administrative duties Personal Requirements A team player who enjoys a collaborative environment as well as ability to be self- motivated whilst remote working Highly industrious and pro-active approach with the ability to anticipate Adviser needs Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client s best interests Highly positive and personable individual who can stay calm under pressure Open and approachable demeanour with solid communication skills This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!

We are recruiting for a well regarded Financial Planning firm in Essex who have a requirement for someone to service an existing client bank. Their typical client has over £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.

Financial Planner - Essex (Hybrid) Location: Leigh-on-Sea, Essex Working Pattern: Hybrid (3 days office / 2 days home) Salary: Up to £70,000 Basic + Uncapped Bonus + Comprehensive Benefits Package An excellent opportunity has arisen for an ambitious and client-focused Financial Planner to join a growing and highly regarded wealth management firm based in Essex. This position is ideally suited to a Chartered Financial Planner, or someone close to achieving Chartered status, who is passionate about delivering high-quality, goals-based financial planning and building lasting client relationships. The Role You will provide holistic financial planning advice to a range of private clients, helping them achieve their financial objectives through tailored planning strategies. Alongside managing existing relationships, you will have the opportunity to develop and grow your client portfolio through referrals and professional connections. Key Responsibilities Deliver comprehensive financial planning advice covering retirement, investments, protection, estate planning and wealth preservation. Build and maintain strong relationships with clients, their families, business owners and trustees. Develop and grow a client bank through referrals, networking and relationship management. Provide ongoing reviews and proactive client servicing in line with regulatory requirements. Maintain CPD, SPS requirements and professional development standards. Keep abreast of financial market developments, legislation and product changes. Support wider business initiatives and projects when required. About You Currently working as a Financial Planner / Financial Adviser. Chartered status preferred, or working towards completion. Minimum of 2 years' experience delivering regulated financial advice. Strong technical knowledge of pensions, investments, ISAs, bonds and protection products. Excellent communication and relationship-building skills. Client-focused with a commercial mindset. Strong organisational and time-management abilities. Able to work independently while managing multiple priorities. Committed to delivering excellent client outcomes and maintaining regulatory standards. Package & Benefits Basic salary up to £70,000 depending on experience and qualifications. Uncapped bonus structure linked to revenue generation. Hybrid working model with flexibility around working arrangements. Generous annual leave allowance. Private medical insurance. Pension scheme. Income protection. Death in service benefit. Flexible benefits platform. Ongoing professional development and exam support. Industry-leading adviser support and career progression opportunities. Apply Now If you're an experienced Financial Planner looking to join a progressive firm that offers strong earning potential, flexibility, and the opportunity to build long-term client relationships, we'd be delighted to discuss this opportunity with you.

Trainee Paraplanner - Office Based Location: London, N16 Salary: £40,000 - £45,000 (depending on experience and qualifications) Contract: Permanent, Full-Time The Opportunity We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning. This is an office-based role , providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress. Key Responsibilities Preparing and maintaining client files and compliance documentation. Conducting product and market research, cash flow analysis, and portfolio reviews. Drafting suitability reports and tailored financial plans. Supporting the annual review process and attending client meetings. Assisting with the smooth implementation of client recommendations. Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements. Candidate Profile Minimum 2 years' experience in paraplanning or financial services support. Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed). Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance. Excellent written and verbal communication skills. Highly organised with strong attention to detail and the ability to prioritise workloads. Professional, client-focused, and a team player. What's on Offer Competitive salary of £40,000 - £45,000 (depending on experience). Office-based role offering hands-on support and collaboration. Support towards professional qualifications and career progression. Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.