Talent.com
Blakemore Recruitment
Paraplanner/Financial Planner - Leighton BuzzardBlakemore Recruitment • Leighton Buzzard, GB
Paraplanner/Financial Planner - Leighton Buzzard

Paraplanner/Financial Planner - Leighton Buzzard

Blakemore Recruitment • Leighton Buzzard, GB
30+ days ago
Salary
£45,000.00–£50,000.00 yearly
Job type
  • Full-time
Job description

We 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

  • Applicants should be Level 4 Diploma qualified (or actively working towards this qualification) with at least 2 years paraplanning experience.
  • Excellent client communication skills and the ability to identify opportunities to further enhance the client’s financial wellbeing.
  • Experience of using MS Office package, Intelligent Office (or similar) and research tools such as; O&M and Dynamic Planner. Experience of using Cash Flow modelling tools an advantage. Training will be provided where necessary.
  • A positive 'can do’ attitude.
  • Ability to work under pressure and as part of a team.
  • Excellent time management and organisational skills.
  • Accurate, with a high standard of attention to detail.
Create a job alert for this search

Paraplanner/Financial Planner - Leighton Buzzard • Leighton Buzzard, GB

Similar jobs

Salaried GP

DHU HealthcareGreat Oakley, Corby, United Kingdom
Full-time +1

Location: Corby Urgent Treatment Centre Salary: £114,075-£126,165 depending on experience weekend enhancements.Hours: Full time / Part time, weekend only Every shift is a chance to make the differ... Show more

 • Promoted

Finance Broker

Synergy Plus Recruitment LtdMilton Keynes, England, GB
Permanent

Year 1 | £60,000+ Year 2 | £90,000+ Year 3.Are you ambitious, competitive, and motivated by earning potential? We're recruiting on behalf of a rapidly growing commercial finance brokerage that help... Show more

 • Promoted

Commercial Finance Business Partner

TravelportLangley, England, GB
Full-time

EMEA Business Partner (Commercial/Finance Business Partner) | LANGLEY, UK.This is a key commercial support role to the EMEA commercial sales organization of Travelport.A PE backed, UK headquartered... Show more

 • Promoted

Senior Project Planner (80247)

Nexans Iberia SLMilton Keynes, England, GB
Full-time

At Nexans our global vision is to electrify the future.In the Strategy, Innovation & Digital team, we drive this ambition forward by shaping the company’s long-term vision, accelerating innovation ... Show more

 • Promoted

Senior Construction Planner - £575 per day - 18 Month Contract

Involved SolutionsMilton Keynes, England, GB
Temporary

Senior Construction Planner - £575 per day - 18 Month Contract.Hybrid - Milton Keynes (minimum 60% on-site).A leading Government organisation is seeking an experienced Senior Construction Planner t... Show more

 • Promoted

Finance Business Partner

Rank GroupMaidenhead, England, GB
Permanent

Maidenhead (Hybrid – 3 days in the office) | Permanent.This isn’t your typical finance role.At Grosvenor Casinos, we don’t just hire people - we bring in game changers.For decades, we’ve been at th... Show more

 • Promoted

Estimator

The Recruitment BarKettering, ENG, GB
Full-time +1

EstimatorThe Opportunity Are you ready to bring your technical precision to a business that genuinely invests in its people? We are recruiting on behalf of a leading national utility infrastructure... Show more

 • Promoted

Finance Business Partner - Hybrid & Strategic Forecasting

East West Railway CompanyMilton Keynes, England, GB
Full-time

East West Railway Company in Milton Keynes is looking for a Finance Business Partner to manage financial performance and assist with all aspects of management accounting.The successful candidate wi... Show more

 • Promoted

Senior Paraplanner

Asset RecruitHigh Wycombe, England, GB
Full-time

Our client, a very well established and successful financial planning firm, is recruiting for Paraplanners at all levels of experience to join their ambitious team that’s passionate about providing... Show more

 • Promoted

Senior/principal Planner

FutureGen RecruitmentHigh Wycombe, England, GB
Full-time

Full Time | Hybrid Working Available.An exciting opportunity has arisen for a Senior or Principal Planner to join a highly regarded consultancy with a strong pipeline of work across the South East.... Show more

 • Promoted

Town Planner - £40,000 - £50,000 A Year

Penguin RecruitmentAylesbury, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

Penguin Recruitment is delighted to be supporting a well-established planning and architectural consultancy in their search for a Town Planner to join their team in Chilton.This is an exciting oppo... Show more

 • Promoted

Head of Sales (UK and Ireland)

Wills Consultants LtdKettering, ENG, GB
Full-time

Job Title: Head of Sales - Automation & Intralogistics.Location: Remote, UK (national travel).Salary: Competitive and Negotiable.Please note you must have full and legal rights to work in the U... Show more

 • Promoted

Accounts Senior

Turner & Voce LimitedWellingborough, Northamptonshire, GB
Full-time

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Are you an experienced Accounts Senior looking for a better work-life bala... Show more

 • Promoted

Strategic Finance Partner – UK & ROI Growth

ALK Nordic A/SMaidenhead, England, GB
Full-time

ALK Nordic A/S is seeking a Senior Finance Business Partner in Maidenhead, UK.The ideal candidate will bring 3-5 years of experience in finance with a minimum of 2 years in a business partnering ro... Show more

 • Promoted

P6 Planner

PeoplebankAylesbury, England, GB
Full-time

That’s why we need people like you to help us.People who enjoy finding new ways to do things.We’re looking for an experienced P6 Planner to join our Civils team, supporting the successful delivery ... Show more

 • Promoted

Fulfilment Planner

JdeprofessionalMaidenhead, England, GB
Full-time

Supply Chain Maidenhead Full-time United Kingdom.The Supply Planner is part of the Supply Chain organization supporting the Marketing & Sales Unit, working with other planners and reporting into th... Show more

 • Promoted

Senior Estimator

WALLACE HIND SELECTION LIMITEDKettering, ENG, GB
Full-time

If you're an experienced Estimator looking for more than another housing or commercial contractor, this could be the change you've been waiting for.Join a Northamptonshire business renowned... Show more

 • Promoted

Finance Business Partner

TradebeMarlow, England, GB
Full-time

Tradebe is a group of industrial businesses with the commitment of creating a more sustainable planet and making significant contributions to human wellbeing.In the UK, we are leaders focused on re... Show more

 • Promoted

Paraplanner

Premier Jobs UK LimitedMaidenhead, ENG, GB
Full-time +1

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning FirmThis Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independen... Show more

 • Promoted

Finance and Business Performance Director

Motor Insurers' Bureau (MIB)Milton Keynes, England, United Kingdom
Permanent

At MIB our people are passionate about making roads safer by getting uninsured and hit-and-run drivers off our roads.Working in partnership with the Police, Insurers and Government our collective a... Show more