Paraplanner - Leighton Buzzard

7 days ago

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

We are seeking a skilled Paraplanner to support our Wealth Management firm in Leighton Buzzard. As a key member of our team, you will provide administrative and paraplanning support to our Financial Advisers, ensuring seamless client servicing.

Responsibilities
  • Prepare comprehensive paperwork, including research and liaison with providers, for client meetings and reviews.
  • Produce Suitability Letters in a timely manner, as requested by our Financial Advisers.
  • Communicate effectively with clients, both verbally and in writing, to ensure their financial needs are met.
  • Verify compliance documentation to ensure client files are up-to-date and accurate.
  • Liaise with our administration team to process new business, providing clear instructions and monitoring progress.
Requirements
  • Level 4 Diploma qualification (or actively working towards) with at least 2 years of paraplanning experience.
  • Excellent client communication skills and the ability to identify opportunities to enhance client financial wellbeing.
  • Proficiency in MS Office, Intelligent Office, and research tools such as O&M and Dynamic Planner. Experience with Cash Flow modelling tools is an advantage.
  • A positive attitude, ability to work under pressure, and as part of a team.
  • Excellent time management and organisational skills, with a high standard of attention to detail.

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