Senior Paraplanner

Blakemore Recruitment

Full-time Financial Specialists
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Location
Milton Keynes, England, United Kingdom
Posted
July 19, 2026

Job Description

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking for a Senior Paraplanner to support their team of successful IFA's.

Role

  • To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers

  • Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning

  • Advanced technical report writing

  • Dealing with wrap platforms and product providers to obtain information about existing and potential investments

  • Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives

  • Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process

  • Undertake reviews of client portfolios and compile annual suitability reports

    • Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      July 19, 2026
    • Application Deadline
      August 28, 2026