Paraplanner - Leighton Buzzard

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

Job summary

A Wealth Management firm in Leighton Buzzard is seeking a Level 4 qualified Financial Paraplanner. This role involves substantial client interaction, preparing paperwork for meetings, and supporting financial advisers. The successful candidate will thrive in a hybrid working environment, contributing to a professional financial planning practice focused on client welfare.

Qualifications

• At least 2 years of paraplanning experience required.
• Positive, proactive attitude essential.
• Ability to work under pressure within a team.

Responsibilities

• Prepare paperwork for meetings and liaise with providers.
• Produce Suitability Letters as requested.
• Directly communicate with clients.

Skills

Client Communications

Time Management

Organizational Skills

Attention to Detail

Education

Level 4 Diploma

Tools

MS Office

Intelligent Office

O&M

Dynamic Planner

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:

b746660e54b0

Job Views:

55

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

We are currently recruiting for a Wealth Management firm in Leighton Buzzard who are looking to recruit a Level 4 qualified Paraplanner to join their team.

This role offers hybrid working: 2 days working from home and 3 days in the office.

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

They are looking to recruit a qualified Financial Paraplanner to join their team.

The successful candidate will report to the Operations Director and will 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 research and liaising with providers) for meetings on behalf of the Financial Adviser.
• Production of Suitability Letters promptly, as requested by the Financial Adviser.
• Direct communication with clients verbally, in writing, and face-to-face.
• Checking compliance documentation to ensure client files are up-to-date.
• Liaising with the administration team regarding new business processing, providing clear instructions and monitoring case progress.

Requirements:

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