Financial Paraplanner

1 month ago

Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time
Paraplanner/Financial Planner

We are seeking a highly skilled and experienced Paraplanner/Financial Planner to join our team at Blakemore Recruitment. As a key member of our Wealth Management firm, you will play a vital role in supporting our Financial Advisers in delivering exceptional client service.

Responsibilities:
  • Prepare and review client documentation, including suitability letters and compliance reports.
  • Communicate effectively with clients, both verbally and in writing, to ensure their financial needs are met.
  • Collaborate with the administration team to ensure seamless processing of new business and client files.
  • Conduct research and analysis to identify opportunities to enhance client financial wellbeing.
  • Ensure accurate and timely completion of tasks, with a focus on attention to detail and high-quality output.
Requirements:
  • Level 4 Diploma qualification in Paraplanning or a related field.
  • At least 2 years of experience in paraplanning, with a strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in MS Office and other relevant software, including Intelligent Office and research tools.
  • A positive and proactive attitude, with a strong work ethic and ability to work under pressure.

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