Current jobs related to Financial Paraplanner - Leighton Buzzard, Central Bedfordshire - Blakemore Recruitment

  • Financial Paraplanner

    4 weeks ago


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

    Paraplanner/Financial PlannerWe 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 comprehensive paperwork,...

  • Financial Paraplanner

    4 weeks ago


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

    Paraplanner/Financial PlannerWe 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 comprehensive paperwork,...

  • Financial Paraplanner

    4 weeks ago


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

    Paraplanner/Financial Planner Job DescriptionWe 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 comprehensive...

  • Financial Paraplanner

    4 weeks ago


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

    Paraplanner/Financial Planner Job DescriptionWe 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 comprehensive...

  • Financial Paraplanner

    3 weeks ago


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

    We are seeking a highly skilled Financial Paraplanner to support our Wealth Management firm in Leighton Buzzard. The ideal candidate will be Level 4 qualified and have at least 2 years of paraplanning experience.The successful candidate will report to the Operations Director and provide full support to the financial advisers in relation to client servicing...

  • Financial Paraplanner

    3 weeks ago


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

    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...


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

    Paraplanner OpportunityWe are seeking a highly skilled Paraplanner to join our team in Leighton Buzzard. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.Key Responsibilities:Prepare comprehensive paperwork, including research and liaison with providers, for client meetings and...


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

    Paraplanner OpportunityWe are seeking a highly skilled Paraplanner to join our team in Leighton Buzzard. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.Key Responsibilities:Prepare comprehensive paperwork, including research and liaison with providers, for client meetings and...


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

    Paraplanner/Financial PlannerWe 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 comprehensive paperwork,...


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

    We are currently recruiting for a highly professional, client-focused financial planning practice to fill a Paraplanner position.This role offers hybrid working, with a balance of home and office time, and the opportunity to work with a reputable Wealth Management firm in Leighton Buzzard.The successful candidate will report to the Operations Director and...


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

    Job Summary:We are seeking a highly organized and skilled Senior IFA Administrator to provide technical administrative support to our Paraplanner and Financial Adviser. This role offers a hybrid working arrangement, allowing you to balance office and home time.Main Responsibilities:Maintain good relationships with clients, enhancing the company's profile...


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

    Blakemore Recruitment is seeking a highly motivated Paraplanning Professional to join their Wealth Management team in Leighton Buzzard. As a key member of the administration and paraplanning team, the successful candidate will provide full support to the financial advisers in relation to all client servicing matters.Responsibilities:Preparation of paperwork...


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

    We are seeking a highly skilled Paraplanning Professional to join our team at Blakemore Recruitment. The ideal candidate will be a Level 4 qualified Paraplanner with at least 2 years of experience in the field.The successful candidate will be responsible for providing full support to our financial advisers in relation to client servicing matters. This will...


  • Leighton Buzzard, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Wealth Management firm in Leighton Buzzard who are looking to recruit a Level 4 qualified Paraplanner who is also happy to advise a bank of clients. This role offers hybrid working 2 days working from home, the other 3 days in the office. They would also consider remote working. The company is is a highly professional,...


  • Leighton Buzzard, United Kingdom Blakemore Recruitment Full time

    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 is a highly professional, client focused financial planning practice, with its offices based...

Financial Paraplanner

2 months 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 providing exceptional client service and supporting our financial advisers in delivering high-quality financial planning solutions.

Responsibilities:
  • Prepare and review client paperwork, including suitability letters and compliance documentation, to ensure accuracy and timeliness.
  • Communicate effectively with clients, both verbally and in writing, to provide clear and concise information about their financial plans.
  • Liaise with the administration team to ensure seamless processing of new business and ongoing client servicing.
  • Conduct research and analysis to identify opportunities to enhance client financial wellbeing and provide recommendations to financial advisers.
Requirements:
  • Level 4 Diploma qualification in paraplanning or a related field, with at least 2 years of experience in a similar role.
  • 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 such as O&M and Dynamic Planner.
  • A positive and proactive attitude, with a strong commitment to delivering high-quality results in a fast-paced environment.