https://jobs.co.uk/job/paraplannertrainee-financial-adviser-blakemore-recruitment--ca64ea3e-4c5a-412f-ae1b-8fe053da5e81 RSS feed for Paraplanner/Trainee Financial Adviser at Blakemore Recruitment. en-gb Mon, 01 Jun 2026 20:24:52 GMT https://jobs.co.uk/job/paraplannertrainee-financial-adviser-blakemore-recruitment--ca64ea3e-4c5a-412f-ae1b-8fe053da5e81 https://jobs.co.uk/job/paraplannertrainee-financial-adviser-blakemore-recruitment--ca64ea3e-4c5a-412f-ae1b-8fe053da5e81 Mon, 01 Jun 2026 11:51:39 GMT Location: London | Salary: 50000.00-50000.00 Annual | Type: Permanent | We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. PurposeTo provide financial planning reports for clients following adviser client meetingsTo support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staffMain functionsPrepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analystTo write-up comprehensive financial planning reports as agreed with adviserObtain KFIs, product information and provider application forms for adviser for new businessTo deal with client enquiries and respond in a professional and courteous mannerTo maintain and update client information on back office systemsDetailed tasks and requirementsProvision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser fol... Permanent