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Paraplanner/Trainee Adviser - London

Blakemore Recruitment

London, England, United Kingdom Full-time July 07, 2026
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Vacancy 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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    Vacancy Details

    Location London, England
    Country United Kingdom
    Type Full-time
    Category Financial Specialists
    Posted July 07, 2026

    About Blakemore Recruitment

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    Blakemore Recruitment

    London, United Kingdom

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