Blakemore Recruitment

Paraplanner Location: Reigate, Surrey Salary: Up to £60,000 Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop? We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Reigate that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment. The Role As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients. You'll enjoy a varied role where you'll be involved in: Preparing suitability reports and technical documentation. Conducting research across pensions, investments and protection products. Producing financial analysis and supporting recommendations. Preparing post-meeting documentation, including fund switches and withdrawals. Liaising with providers and third parties to obtain policy information. Managing your own workflow while ensuring deadlines are met. Supporting advisers with client queries and ongoing servicing requirements. Working collaboratively with the wider client support and operations teams. Contributing to business projects and regulatory initiatives where required. About You We're looking for someone who is technically strong, organised and enjoys working in a collaborative financial planning environment. You'll ideally have: Previous experience in a Paraplanning or Senior Financial Planning Administrator role. Strong knowledge of pensions, investments and financial planning products. Experience preparing suitability reports and conducting technical research. Excellent communication and organisational skills. High attention to detail and the ability to manage multiple priorities. A proactive approach with a genuine commitment to delivering excellent client outcomes. Progress towards, or completion of, Level 4 Diploma qualifications would be advantageous. What's on Offer? Salary up to £60,000 depending on experience. Supportive and collaborative working environment. Excellent opportunities for continued professional development. Exposure to complex financial planning cases. Long-term career progression within an established and growing business. If you're looking to join a quality-focused financial planning firm where you can further develop your technical skills and make a real impact, we'd love to hear from you.

We are recruiting for a growing boutique Independent Financial Adviser (IFA) firm seeking an experienced, commercially minded Head of Compliance to hold the SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) functions. This is a senior leadership role for an individual who can embed a practical, business-focused compliance culture while ensuring the firm continues to meet the highest regulatory standards. About You You will have a minimum of five years' experience performing SMF16 and/or SMF17 responsibilities within a well establsihed IFA firm. You will have a proven track record of developing and implementing effective compliance frameworks that support commercial growth rather than hinder it. You will be able to demonstrate experience in: Preparing and presenting Consumer Duty annual reports. Producing AML annual reports and fulfilling MLRO responsibilities. Designing and delivering risk-based Compliance Monitoring Programmes. Conducting high-quality advice file reviews and providing constructive feedback. Completing and submitting RMAR returns. Developing, implementing and continuously improving compliance policies, procedures and controls. Maintaining accurate regulatory records and management information. Managing complaints across all areas of financial advice. Making and documenting Suspicious Activity Reports (SARs). Supporting GDPR compliance and data governance. Qualifications & Experience The successful candidate will ideally hold: Diploma in Regulated Financial Planning (or equivalent). Relevant compliance qualifications. Up-to-date Continuing Professional Development (CPD), including regular engagement with FCA publications, regulatory updates and industry forums. Technical Knowledge You will have experience implementing compliance technology and using systems to improve oversight, efficiency and reporting. You will understand how technology can enhance adviser support while maintaining robust regulatory controls. You will also have a strong understanding of: FCA Handbook requirements. Consumer Duty. Anti-Money Laundering regulations. Financial promotions. Complaints handling. Data protection and GDPR. Adviser remuneration structures, including the effective use of non-financial incentives to drive positive behaviours. Personal Attributes We are looking for someone who: Takes a pragmatic and commercially aware approach to compliance. Builds bespoke compliance frameworks that fit the firm's culture and operating model, rather than relying on generic templates. Can influence stakeholders at all levels through clear communication and practical guidance. Is confident presenting to senior leadership and Board meetings, where performance and regulatory oversight will be challenged. Collaborates effectively with advisers and operational teams to embed compliance into everyday business processes. Drives continuous improvement and operational efficiency while maintaining excellent regulatory standards. Is adaptable, forward-thinking and comfortable navigating an evolving regulatory, technological and economic landscape. What You'll Bring This is an opportunity to play a key role in the continued growth of a successful boutique IFA business with significant assets under management. You will help shape the firm's compliance strategy, ensuring that compliance is viewed as a business enabler-supporting advisers in delivering outstanding client outcomes while maintaining the highest standards of governance and regulatory oversight. Collaborate effectively with advisers and operational teams to embed compliance into everyday business processes while retaining clear and consistent ownership of compliance decisions. Drives continuous improvement and efficiency within the compliance function to help maintain operational efficiency while maintaining excellent regulatory standards. Additional Key Responsibilities : • Review and pre-approve higher-risk advice cases, including pension switches, EIS, VCTs, IHT planning and other complex recommendations. • Ensure client documentation, including Client Agreement and Suitability Report templates, remain compliant with FCA requirements and internal standards. • Provide compliance guidance to advisers, paraplanners and support staff throughout the advice process. • Support the Investment Committee in maintaining a compliant and well-governed Centralised Investment Proposition (CIP) and Centralised Retirement Proposition (CRP). • Work with operations, paraplanning and administration teams to maintain compliant processes and implement regulatory improvements. • Deliver compliance training and guidance to advisers and support staff, promoting a strong culture of regulatory compliance and continuous improvement.

We are recruiting for a well regarded Financial Planning firm in Essex who have a requirement for someone to service an existing client bank. Their typical client has over £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.

Chartered Financial Planner - London £80,000 - £95,000 Basic + Bonus + Full Benefits Minimum 5 Years' Experience Required We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team. This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice - with the added benefit of inheriting a substantial, recurring-income client bank from day one. The Opportunity The successful candidate will: Take over an established portfolio of loyal, ongoing clients Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning Conduct annual and ongoing reviews Identify planning opportunities to improve client outcomes Work closely with an in-house paraplanning and administration team Operate within a strong compliance and governance framework This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development. About You Chartered Financial Planner (CII) status Minimum 5 years' experience in a client-facing advisory role Strong technical knowledge across pensions, investments and retirement planning Experience managing an existing client bank Professional, consultative and client-centric approach What's on Offer Inherited, well-maintained client portfolio Competitive basic salary (£80k-£95k depending on experience) Performance-related bonus Office based Full paraplanning & admin support Clear progression pathway within a growing firm

Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered) Are you ready to advance your professional status to bring you closer to a lucrative new position? This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships. With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience. General Responsibilities: • Be a point of contact for any Adviser queries. • Delegate work requests appropriately within the team. • Ensure team member's workloads are monitored regularly and that they receive adequate training and support. • Ensure Suitability Reports are updated with current legislation. • Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained. • Offer support and guidance to the Administration team when required. • Assess client's objectives and carry out research to identify suitable solutions to meet client's needs in line with an adviser's recommendations and requests. • Discuss cases with the adviser and pro-actively update the adviser throughout. • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers. • Prepare all relevant paperwork for client meetings. • Prepare and compile financial analysis. • Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager. • Liaise with product providers and other relevant third parties. • Ensure that all client requirements are followed through to the appropriate conclusion. • Keep up to date with legislation. • Participate in online provider webinars for continued technical knowledge and ongoing CPD. • Ensure thorough knowledge of product research and analytical tools. • An understanding of FCA regulations and guidelines relating to financial services clients. Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation? Please apply for more information.

We are currently recruiting for a Financial Planning practice in Berkhamsted who are looking to recruit an experienced IFA Administrator. The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees. The firm sets itself apart from its competitors by having the following strategic differences: • Bringing together strategic financial planning with global investment advice • Net worth performance reporting • Using fixed fees and hourly rates to eliminate conflicts of interest Job Purpose • To provide first class administration to the client services team • To support the firm in delivering high quality, independent advice to clients Job responsibilities Gathering data and preparing client valuations each month Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan) Ensuring client files are up to date, complete and tidy (and include current AML documentation) Assisting with the preparation of client's tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income) Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies) Ensuring reports are bound and dispatched to clients in a timely manner Managing the team diary for client and prospect meetings and supporting meeting preparation as required Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures Gaining an understanding of and adhering to the ethos, culture, and purpose of the company Undertake appropriate professional development and training The ideal candidate will have financial services experience and the competencies listed below: • Excellent attention to detail • Highly organised, methodical, disciplined • Able to prioritise • Proactive approach • Able to work under pressure and to tight timescales • Team player and able to work under own initiative • Enquiring mindset • Flexible, driven and determined • Excellent communication skills • Business and commercial awareness • IT Skills (Outlook, Word, Excel)

Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.

We are currently recruiting for an experienced IFA Administrator to join a well-established and growing financial planning firm based in Braintree . This is a great opportunity for someone who enjoys working in a professional, client-focused environment and wants long-term stability and progression. The Role You'll be supporting Financial Advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish. Key responsibilities include: Preparing and processing new business applications Liaising with product providers, clients, and advisers Producing suitability letters and client documentation Maintaining accurate client records and back-office systems Chasing outstanding requirements and managing workflows Supporting advisers with pre- and post-meeting administration The Ideal Candidate Previous experience as an IFA Administrator (essential) Good understanding of financial planning products (pensions, investments, protection) Strong organisational and communication skills High attention to detail and compliance awareness Confident using back-office systems and MS Office What's On Offer Competitive salary £30,000 - £35,000 depending on experience Supportive and friendly team environment Opportunity for long-term career progression Stable, reputable firm with a strong local presence If you're an experienced IFA Administrator looking for your next role in Braintree , I'd love to speak with you.

Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.

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. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision 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 following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.

Employee Benefits Consultant / Senior Consultant Location: London (Hybrid - minimum 3 days per week in office) Salary: £55,000 - £70,000 basic + bonus + comprehensive benefits We are working with a well-established and growing advisory firm who are looking to appoint an Employee Benefits Consultant / Senior Consultant to join their London team. This is an excellent opportunity for an experienced employee benefits professional who enjoys building long-term client relationships, delivering high-quality advice, and developing their skill set in a more consultative and individual-focused role. The Role You will be responsible for servicing and developing a portfolio of existing corporate clients, providing expert guidance across the full spectrum of employee benefits. This role combines corporate advisory work with bespoke, one-to-one support for individual scheme members. Clients range in size from SMEs to organisations with up to 600 employees, requiring an adaptable communication style and a strong technical foundation. Financial wellbeing is a key and growing focus of this role, and you will play an active part in delivering engaging and meaningful wellbeing support to clients and their employees. Key Responsibilities Provide high-quality advice, guidance, and ongoing servicing to a portfolio of Workplace Pension, Group Risk, and Health & Wellbeing clients Advise corporate leadership teams on benefit design, structure, and suitability Deliver one-to-one guidance sessions for employees on workplace pensions and benefits Host financial wellbeing and employee benefits presentations, both in person and remotely Promote the value of employee benefit schemes by understanding client needs and communicating effectively Work closely with the Employee Benefits Director to help develop and enhance the overall proposition Identify new business opportunities and referrals to Wealth Management and other internal teams Stay up to date with market trends and developments within the employee benefits sector Over time, take ownership of your own client portfolio and manage profitability Requirements Proven experience in an Employee Benefits consulting or advisory role Strong technical knowledge across employee benefits, including pensions, group risk, and health & wellbeing Level 4 qualified (or working towards) Confident communicator with the ability to tailor messaging to different audiences Ability to explain complex financial concepts in clear, plain English Strong planning, organisational, and time-management skills Intermediate to advanced Microsoft Office skills Comfortable embracing AI and digital tools to improve internal processes Excellent written, verbal, and digital communication skills (e.g. Microsoft Teams) High attention to detail and a proactive, problem-solving mindset Able to work independently while also contributing effectively as part of a team What's on Offer Competitive basic salary of £55,000 - £70,000 Performance-related team bonus Comprehensive benefits package Hybrid working with a London office base (minimum three days per week) A supportive environment with genuine scope for professional development and progression