Blakemore Recruitment
Paraplanner – Mill Hill
Salary: £50,000–£55,000
Are you a qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you’ll play a key role in supporting advisers and delivering an exceptional service to a growing client base.
You’ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you’ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients.
The Role
As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development.
Key Responsibilities:
- Conduct detailed financial analysis to support adviser recommendations.
- Gather, organise and assess client financial information (income, expenditure, assets, liabilities).
- Use financial planning software to model scenarios and build projections.
- Prepare and review investment proposals and client reports.
- Collaborate with advisers to develop tailored financial strategies.
- Carry out product research and remain up to date on market developments.
- Ensure adherence to FCA regulations and internal compliance processes.
- Maintain accurate and up-to-date client records.
- Support the wider team with additional tasks as required.
About You
We are looking for someone who is confident, motivated and committed to professional growth.
Qualifications:
- Holding the CII Level 4 Diploma in Regulated Financial Planning.
- Ambition to achieve Chartered status (fully supported).
- Minimum 5 GCSEs (grade A*–C / 9–4), including Maths and English.
Skills & Experience:
- Strong understanding of pensions, investments, personal tax, protection and estate planning.
- Ability to perform basic tax calculations.
- Previous experience supporting financial advisers or working in a similar environment.
- Excellent organisational skills and ability to manage competing priorities.
- Strong written and verbal communication skills.
- Proficient with Microsoft Word, Excel and Outlook.
- Experience using financial planning/back-office systems (e.g., Genovo, Intelliflo) is advantageous.
Personal Qualities:
- High level of professional integrity and client focus.
- Strong analytical and problem-solving skills.
- Positive team player with strong interpersonal skills.
- Flexible, proactive and committed to continuous improvement.
What’s on Offer
- Competitive salary: £50,000–£55,000
- Comprehensive benefits package
- Full support with qualifications and professional development
- Clear progression opportunities
- Hybrid working arrangements
- Supportive, collaborative team culture
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For IT Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.