Paraplanner/Financial Planner

This Paraplanner/Financial Planner opportunity is built around checking of compliance documentation to ensure client files are up to date and in order. It would suit someone who can bring the company is is a highly professional, client focused financial planning practice, with its offices based in Leighton Buzzard to the role.

Where ownership sits

This role offers hybrid working 2 days working from home, the other 3 days in the office. Liaison with the administration team in relation of new business that requires processing.

What the role carries

Checking of compliance documentation to ensure client files are up to date and in order. Direct communication with clients; verbally, in writing and sometimes face to face.

What helps the work land well

The company is is a highly professional, client focused financial planning practice, with its offices based in Leighton Buzzard. Strong professional approach.

What the role depends on

• Production of Suitability Letters in a timely manner, as requested by the relevant Financial Adviser.
• Preparation of paperwork (including associated research and liaising with providers) for initial meetings, recommendation meetings and review meetings on behalf of the relevant Fin.
• Applicants should be Level 4 Diploma qualified (or actively working towards this qualification) with at least 2 years paraplanning experience.

Practical details

• They would also consider remote working.
• Work model: Remote.
• Additional detail: Additional staff or wellbeing benefits may be available.