Full-time

Paraplanner - Ascot

Posted by Blakemore Recruitment • June 03, 2026

📍 Ascot, England, United Kingdom

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Description

We are currently recruiting for a highly regarded Financial Planning practice based in Ascot who are looking to recruit a Paraplanner. The firm is approx. 80 people currently, across three locations.
They offer hybrid working. 3 days in the office each week and 2 days remote working.

Responsibilities:
Collating client information including soft and hard facts (fact finding)

Reviewing client information with Adviser to formulate recommendations

Make client recommendations and prepare client report for approval by Adviser

Research products, providers and funds

Responsibility for the Model Portfolio Programme

Supervise Administrators to prepare and submit application forms

Prepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the Adviser

Responsibility for running the review programme to ensure all clients are offered their annual...

Job Details

Location Ascot, England
Job Type Full-time
Category Business Operations Specialists
Posted June 03, 2026
Deadline July 13, 2026

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