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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.