Paraplanner - London, Mayfair

Blakemore Recruitment • London, England • Posted June 23, 2026

About the Role

We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home.

They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the production of wealth planning reports.

Key Accountabilities

  • Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner

  • Ensure product research is kept up to date

  • Production of client reports within agreed timescales

  • Obtain and prepare paperwork required for client meetings and business submission

  • Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners

  • Build technical Knowledge to achieve ch...