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 mee...

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