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Paraplanner - Leighton Buzzard
2 months ago
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 professional and client-focused financial planning practice, with a strong reputation for delivering exceptional results.
They are seeking a qualified Financial Paraplanner to provide full support to the financial advisers in relation to all client servicing matters.
Key Responsibilities:
- Preparation of paperwork, including associated research and liaison 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 to new business that requires processing, ensuring that the relevant administrator is provided with clear and accurate instructions, and checking progress of cases.
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.
