- Search jobs
- leighton buzzard, bedfordshire, united kingdom
Jobs in Leighton buzzard, bedfordshire, united kingdom
Paraplanner / Financial Planner - Leighton Buzzard
Blakemore RecruitmentLeighton Buzzard, GBCustomer Service Administrator
LINDAL GroupLeighton Buzzard, Bedfordshire, GB- Promoted
Year 4 Primary Teacher
AcademicsLeighton Buzzard, Bedfordshire, UK- Promoted
HGV 1 Driver
M4 Recruitment - Hemel & DunstableFancott, England, United Kingdom- Promoted
Assistant Manager
The Stag at MentmoreLeighton Buzzard, Bedfordshire, UKLettings Administrator
Connells GroupLeighton Buzzard, GB- Promoted
Auto Technician
HalfordsLeighton Buzzard, United Kingdom- Promoted
Earn Extra Cash - Remote / Flextime / Work From Home
Cashback (Submission Technology Ltd)Leighton Buzzard, United Kingdom- Promoted
Gas Service Engineer
ATTB - The Big JobsiteLeighton Buzzard, England, United Kingdom- Promoted
Dispensary Assistant
1 Tech Staffing LtdLeighton Buzzard, Bedfordshire, UKAssembly Technician
AdeccoLeighton Buzzard, BedfordshireTax Associate Director
Forvis MazarsLeighton Buzzard, Bedfordshire, United KingdomClass 1 Nights
DXLeighton Buzzard, United Kingdom- Promoted
Commercial Solicitor
Douglas Scott Legal RecruitmentGreater London, ENG, UK- Promoted
Sales Development Representative
Gi GroupLeighton Buzzard, Bedfordshire, United KingdomTenancy Application Processor
KeysafeLeighton Buzzard, Bedfordshire- Promoted
Senior Frontend Engineer
IVC EvidensiaEngland, United Kingdom, United Kingdom- Promoted
Sous Chef
Fuller'sLeighton Buzzard, Bedfordshire, UKParaplanner / Financial Planner - Leighton Buzzard
Blakemore RecruitmentLeighton Buzzard, GBWe 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, client focused financial planning practice, with its offices based in Leighton Buzzard.
They are looking to recruit a qualified Financial Paraplanner to join our team.
The successful candidate will report to the Operations Director and would be expected to provide full support, alongside the existing administration and paraplanning team, to the financial advisers in relation to all client servicing matters.
Responsibilities include
- Preparation of paperwork (including associated research and liaising with providers) for initial meetings, recommendation meetings and review meetings on behalf of the relevant Financial Adviser.
- Production of Suitability Letters in a timely manner, as requested by the relevant Financial Adviser.
- Direct communication with clients; verbally, in writing and sometimes face to face.
- Checking of compliance documentation to ensure client files are up to date and in order.
- Liaison with the administration team in relation of new business that requires processing. Ensuring that the relevant administrator is provided with clear and accurate instructions, regarding the new business they are expected to process and checking progress of cases.
Requirements