Paraplanner - Leighton Buzzard

2 days ago


Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time
Paraplanner Opportunity

We are seeking a skilled Paraplanner to support our Wealth Management firm in Leighton Buzzard. As a key member of our team, you will provide administrative and paraplanning support to our Financial Advisers, ensuring seamless client servicing.

Responsibilities:
  • Prepare comprehensive paperwork, including research and liaison with providers, for client meetings and reviews.
  • Produce Suitability Letters in a timely manner, as requested by our Financial Advisers.
  • Communicate effectively with clients, both verbally and in writing, to ensure their needs are met.
  • Verify compliance documentation to ensure client files are up-to-date and accurate.
  • Liaise with our administration team to process new business, providing clear instructions and monitoring progress.
Requirements:
  • Level 4 Diploma qualification (or actively working towards) with at least 2 years of paraplanning experience.
  • Excellent client communication skills and the ability to identify opportunities to enhance client financial wellbeing.
  • Proficiency in MS Office, Intelligent Office, and research tools such as O&M and Dynamic Planner. Experience with Cash Flow modelling tools is an advantage.
  • A positive attitude, ability to work under pressure, and as part of a team.
  • Excellent time management and organisational skills, with a high standard of attention to detail.


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Academics Full time

    KS1 Primary Teacher - Leighton Buzzard - September 2024 Are you looking to work with an exceptional Key Stage 1 class, helping to develop your career and broaden your knowledge as a Teacher? Join this team here in Leighton Buzzard, of well-qualified and dedicated staff, who have high expectations and work together to create a happy, supportive and...

  • Dental Associate

    1 week ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Leighton Buzzard - PearTree Dental Practice Full time

    About the RoleWe are seeking a skilled Associate Dentist to join our team at Leighton Buzzard - PearTree Dental Practice. As a key member of our practice, you will be responsible for delivering high-quality dental care to our patients.Key ResponsibilitiesProvide exceptional patient care and treatment in a private dental settingWork collaboratively with our...

  • Dental Associate

    1 week ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Leighton Buzzard - PearTree Dental Practice Full time

    About the RoleWe are seeking a skilled Associate Dentist to join our team at Leighton Buzzard - PearTree Dental Practice. As a key member of our practice, you will be responsible for delivering high-quality dental care to our patients.Key ResponsibilitiesProvide exceptional patient care and treatment in a private dental settingWork collaboratively with our...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a reputable financial services firm who are looking to recruit a Level 4 qualified Paraplanner to provide expert support to their financial planning team.This role offers a hybrid working arrangement, with 2 days working from home and 3 days in the office, allowing for a great work-life balance.The company is a highly...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a reputable financial services firm who are looking to recruit a Level 4 qualified Paraplanner to provide expert support to their financial planning team.This role offers a hybrid working arrangement, with 2 days working from home and 3 days in the office, allowing for a great work-life balance.The company is a highly...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Leighton Buzzard - PearTree Dental Practice Full time

    About the RoleWe are seeking an experienced Associate Dentist to join our team at Leighton Buzzard - PearTree Dental Practice. As a key member of our practice, you will be responsible for delivering high-quality patient care in a supportive and dynamic environment.Practice DetailsOur practice is a well-established, reputable dental practice in the heart of...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Leighton Buzzard - PearTree Dental Practice Full time

    About the RoleWe are seeking an experienced Associate Dentist to join our team at Leighton Buzzard - PearTree Dental Practice. As a key member of our practice, you will be responsible for delivering high-quality patient care in a supportive and dynamic environment.Practice DetailsOur practice is a well-established, reputable dental practice in the heart of...

  • Veterinary Surgeon

    7 days ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Vetisco Full time

    About UsVetisco is a leading veterinary practice that values the well-being of our patients, clients, and team members. We are seeking an enthusiastic Veterinary Surgeon to join our friendly and supportive team in Leighton Buzzard.Role OverviewAs a Veterinary Surgeon at Vetisco, you will be part of a local, RCVS Practice Standards Accredited clinic where you...

  • Veterinary Surgeon

    7 days ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Vetisco Full time

    About UsVetisco is a leading veterinary practice that values the well-being of our patients, clients, and team members. We are seeking an enthusiastic Veterinary Surgeon to join our friendly and supportive team in Leighton Buzzard.Role OverviewAs a Veterinary Surgeon at Vetisco, you will be part of a local, RCVS Practice Standards Accredited clinic where you...

  • Teaching Assistant

    1 week ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Supply Desk Full time

    Job SummaryWe are seeking a dedicated and experienced Teaching Assistant to join our team at a good-rated school in the Leighton Buzzard area. The successful candidate will have a passion for supporting students with Social, Emotional and Mental Health (SEMH) needs and will be able to work collaboratively with teachers and other support staff to create a...

  • Yard Operative

    2 weeks ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Jewson Full time

    Job SummaryJewson, a leading building materials distributor in Northern Europe, is seeking a skilled and enthusiastic Yard Operative to join our team in Leighton Buzzard. As a key member of our branch team, you will play a vital role in providing exceptional customer service and supporting the smooth operation of our warehouse.Key ResponsibilitiesWelcome...

  • Teaching Assistant

    1 week ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Supply Desk Full time

    Job SummaryWe are seeking a dedicated and experienced Teaching Assistant to join our team at a good-rated school in the Leighton Buzzard area. The successful candidate will have a passion for supporting students with Social, Emotional and Mental Health (SEMH) needs and will be able to work collaboratively with teachers and other support staff to create a...

  • Lettings Negotiator

    7 days ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Magnus James Full time

    Job Summary:Magnus James is seeking a skilled Lettings Negotiator to join their team in Leighton Buzzard. As a Lettings Negotiator, you will play a crucial role in achieving targets, dealing with legal documentation, and providing exceptional customer service.Key Responsibilities:Work collaboratively with the lettings team to achieve sales targets and ensure...

  • Lettings Negotiator

    7 days ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Magnus James Full time

    Job Summary:Magnus James is seeking a skilled Lettings Negotiator to join their team in Leighton Buzzard. As a Lettings Negotiator, you will play a crucial role in achieving targets, dealing with legal documentation, and providing exceptional customer service.Key Responsibilities:Work collaboratively with the lettings team to achieve sales targets and ensure...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Mencap Full time

    About the RoleWe are seeking a Relief Support Worker to join our team in Leighton Buzzard, providing support to individuals with a learning disability in a Registered Care Service and Outreach setting.Key ResponsibilitiesProvide high-quality support to individuals, promoting independence and dignityAssist with daily living tasks, including personal care and...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Mencap Full time

    About the RoleWe are seeking a Relief Support Worker to join our team in Leighton Buzzard, providing support to individuals with a learning disability in a Registered Care Service and Outreach setting.Key ResponsibilitiesProvide high-quality support to individuals, promoting independence and dignityAssist with daily living tasks, including personal care and...

  • Veterinary Surgeon

    6 days ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Vetisco Full time

    About UsVetisco is a leading veterinary practice that values the well-being of our patients, clients, and team members. We are seeking an enthusiastic Veterinary Surgeon to join our friendly and supportive team in Leighton Buzzard.Role OverviewAs a Veterinary Surgeon at Vetisco, you will be part of a local, RCVS Practice Standards Accredited clinic where you...

  • Veterinary Surgeon

    7 days ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Vetisco Full time

    About UsVetisco is a leading veterinary practice that values the well-being of our patients, clients, and team members. We are seeking an enthusiastic Veterinary Surgeon to join our friendly and supportive team in Leighton Buzzard.Role OverviewAs a Veterinary Surgeon at Vetisco, you will be part of a local, RCVS Practice Standards Accredited clinic where you...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom PortmanDentex Full time

    About the RoleWe are seeking an experienced Associate Dentist to join our team at Pear Tree Dental Practice in Leighton Buzzard. As a private dental associate, you will be working in a well-established practice with a strong reputation for delivering high-quality patient care.Practice Details3 air-conditioned surgeriesFully-staffed support team including...

  • Lettings Negotiator

    3 days ago


    Leighton Buzzard, Central Bedfordshire, United Kingdom Magnus James Full time

    {"Lettings Negotiator Role": "Are you a motivated and ambitious individual looking to excel in the lettings industry?Magnus James, a specialist recruiter for the property industry, is seeking a skilled Lettings Negotiator to join their team in Leighton Buzzard.The successful candidate will have a proven track record in lettings negotiation, with a strong...