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- Tasks: Support financial advisers by preparing paperwork and communicating with clients.
- Company: Join a client-focused wealth management firm in Leighton Buzzard.
- Benefits: Enjoy hybrid working with 2 days from home and 3 days in the office.
- Why this job: Be part of a professional team that enhances clients' financial wellbeing.
- Qualifications: Level 4 Diploma or working towards it, plus 2 years of paraplanning experience required.
- Other info: Strong communication skills and attention to detail are essential.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Wealth Management firm in Leighton Buzzard who are looking to recruit a Level 4 qualifiedParaplannerto join their team.
This role offers hybrid working 2 days working from home, the other 3 days in the office.
The company isis a highly professional, client focused financial planning practice, withits offices based in Leighton Buzzard.
They arelooking 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 fullsupport, alongside the existing administration and paraplanning team, to the financial advisers in relationto all client servicing matters.
Responsibilities include
- Preparation of paperwork (including associated research and liaising with providers) for initialmeetings, recommendation meetings and review meetings on behalf of the relevant FinancialAdviser.
- 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 enhancethe client’s financial wellbeing.
- Experience of using MS Office package, Intelligent Office (or similar) and research tools suchas; 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.
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Paraplanner - Leighton Buzzard employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Leighton Buzzard
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific tools mentioned in the job description, such as Intelligent Office and cash flow modelling tools. Consider taking online courses or tutorials to boost your proficiency in these areas before applying.
✨Tip Number 3
Prepare for potential interviews by practising common paraplanning scenarios. Think about how you would handle client communications and compliance checks, as these are key responsibilities in the role.
✨Tip Number 4
Showcase your proactive attitude and attention to detail during any interactions with the company. Whether it's through emails or phone calls, demonstrate your enthusiasm for the role and your commitment to providing excellent client service.
We think you need these skills to ace Paraplanner - Leighton Buzzard
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and paraplanning experience. Emphasise your client communication skills and any relevant software proficiency, such as MS Office and Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your proactive attitude and how you can contribute to enhancing clients' financial wellbeing.
Highlight Relevant Experience: In your application, detail your previous paraplanning roles and specific tasks you've handled, such as preparing paperwork and producing suitability letters. Use examples to demonstrate your attention to detail and organisational skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your strong attention to detail, which is crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you have a solid understanding of the financial planning process and the specific responsibilities of a Paraplanner. Brush up on your knowledge of compliance documentation, suitability letters, and client communication strategies.
✨Showcase Your Experience
Be prepared to discuss your previous paraplanning experience in detail. Highlight specific examples where you've successfully supported financial advisers and how you've contributed to enhancing clients' financial wellbeing.
✨Demonstrate Your Skills
Familiarise yourself with the tools mentioned in the job description, such as MS Office, Intelligent Office, and any research tools. If you have experience with cash flow modelling tools, be ready to discuss how you've used them in your past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
