Senior Paraplanner - Finchley

Blakemore Recruitment

London, England, United Kingdom
Full-time
Posted June 14, 2026

Job Description

We are currently recruiting for a boutique Financial Planning practice based in North London that are looking for a Senior Paraplanner to join their team. They are looking for an experienced Paraplanner who is a competent report writer and will produce these with very little input from the Financial Planner. This will be an office-based role in their office in Finchley.

Role


The objective of this role is to collaborate with the Financial Planner in the production of research, analysis and proposals for the delivery of member ready reports and letters.


Core Responsibilities

  • Replying to all member enquiries within one business day (which could be a holding response).

  • Ensuring all work is completed within the company service level agreements.

  • Ensuring that the CRM is up to date for all tasks, activities and projects.

  • Maintaining good timekeeping to show respectfulness to your colleagues.

  • Ens...