Paraplanner - Leighton Buzzard
4 weeks ago
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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