Financial Paraplanner

3 weeks 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 supporting our financial advisers in delivering exceptional client service.

Responsibilities:
  • Prepare and review client paperwork, including suitability letters and compliance documentation.
  • Communicate effectively with clients, both verbally and in writing, to ensure their financial needs are met.
  • Liaise with our administration team to ensure seamless processing of new business.
  • Conduct research and analysis to support financial planning recommendations.
Requirements:
  • Level 4 Diploma in Paraplanning or equivalent qualification.
  • At least 2 years of experience in paraplanning, with a strong understanding of financial planning principles.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficient in MS Office and other relevant software, including Intelligent Office and research tools.
  • A positive and proactive attitude, with a strong work ethic and ability to work under pressure.

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Paraplanner/Financial Planner looking for a new challenge, please apply today.

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