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Paraplanner - Leighton Buzzard
2 months ago
We are seeking a highly skilled Paraplanner to join our team at a reputable Wealth Management firm 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 reviews.
- Produce Suitability Letters in a timely manner, as requested by 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 the administration team to ensure seamless processing of new business cases.
- 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 'can-do' attitude, with the 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.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply with your CV and a covering letter.
