Paraplanner/Financial Planner - Leighton Buzzard

Blakemore Recruitment; Leighton Buzzard; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A financial planning practice in Leighton Buzzard is seeking a Level 4 qualified Paraplanner. You will prepare documentation, communicate directly with clients, and support financial advisers. The role offers hybrid working options with a proactive environment and focuses on improving clients' financial wellbeing. Ideal candidates will have at least 2 years of experience and strong communication skills.

Qualifications

• At least 2 years of paraplanning experience.
• Strong client communication skills.
• Ability to work under pressure.

Responsibilities

• Prepare paperwork for meetings with providers.
• Produce Suitability Letters as needed.
• Communicate directly with clients.

Skills

Client communication

Organizational skills

Attention to detail

Team collaboration

Proactivity

Education

Level 4 Diploma in Financial Planning

Tools

MS Office

Intelligent Office

Cash Flow modelling tools

Job description

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Client:

Blakemore Recruitment

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Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6d8641dafb4e

Job Views:

28

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

We are currently recruiting for a Wealth Management firm in Leighton Buzzard that is looking to hire a Level 4 qualified Paraplanner who is also willing to advise clients of a bank.

This role offers hybrid working: 2 days from home and 3 days in the office. Remote working options are also considered.

The company is a highly professional, client-focused financial planning practice based in Leighton Buzzard.

The successful candidate will report to the Operations Director and will support the financial advisers and administration team in client servicing matters.

Responsibilities include

• Preparing paperwork for meetings and liaising with providers, including research, on behalf of Financial Advisers.
• Producing Suitability Letters promptly as requested.
• Communicating directly with clients via verbal, written, and face-to-face interactions.
• Checking compliance documentation to ensure client files are current and complete.
• Coordinating with the administration team for new business processing, providing clear instructions, and monitoring case progress.

Requirements

• Level 4 Diploma qualified or working towards it, with at least 2 years of paraplanning experience.
• Strong client communication skills and ability to identify opportunities to improve clients' financial wellbeing.
• Experience with MS Office, Intelligent Office (or similar), research tools like O&M and Dynamic Planner; experience with Cash Flow modelling is an advantage. Training will be provided if needed.
• A positive, proactive attitude.
• Ability to work under pressure and collaboratively.
• Excellent time management and organizational skills.
• High attention to detail and accuracy.