Paraplanner - Leighton Buzzard

4 weeks ago


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

We are currently recruiting for a Wealth Management firm in Leighton Buzzard who are looking to recruit a Level 4 qualified Paraplanner to join their team.

This role offers hybrid working 2 days working from home, the other 3 days in the office.

The company is a highly professional, client-focused financial planning practice, with its offices based in Leighton Buzzard.

Responsibilities include:

  • Preparation of paperwork (including associated research and liaising with providers) for initial meetings, recommendation meetings and review meetings on behalf of the relevant Financial Adviser.
  • Production of Suitability Letters in a timely manner, as requested by the relevant Financial Adviser.
  • Direct communication with clients; verbally, in writing and sometimes face to face.
  • Checking of compliance documentation to ensure client files are up to date and in order.
  • Liaison with the administration team in relation of new business that requires processing.

Requirements:

  • Applicants should be Level 4 Diploma qualified (or actively working towards this qualification) with at least 2 years paraplanning experience.
  • Excellent client communication skills and the ability to identify opportunities to further enhance the client's financial wellbeing.
  • Experience of using MS Office package, Intelligent Office (or similar) and research tools such as; O&M and Dynamic Planner. Experience of using Cash Flow modelling tools an advantage.
  • A positive 'can do' attitude.
  • Ability to work under pressure and as part of a team.
  • Excellent time management and organisational skills.
  • Accurate, with a high standard of attention to detail.


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