Paraplanner

Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their Bishops Stortford office. This firm can be flexible to a candidate who is qualified or part-qualified, looking to continue their qualification.

Flexible/hybrid working can be offered and discussed at interview.

The position:

Working within an Advisor and Senior Paraplanner, the successful candidate will be providing the team with day to day client and administrative support.

Duties will include;

Paraplanning duties include;

• Liaising directly with a dedicated Adviser
• Daily update meetings for all cases
• Liaising with clients as and when required by phone, email and post
• Compiling research for new business cases
• Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested.
• Printing and prepopulating any supporting documents required for review meeting

Administration duties including;

• Chasing policy information with providers
• Ongoing management of the tracker
• Sending out monthly valuations to clients
• Ensuring compliance documents are in date
• Processing information requests to providers (sending requests via email and post)

Required skills:

• Honest, reliable, trustworthy and must act with discretion and integrity at all times

• Excellent written and verbal communication skills

• Excellent telephone manner

• Microsoft Word, Excel and Outlook knowledge

• Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner

• Ability to prioritise work and manage own workload efficiently

• Attention to detail

Benefits offered:

• 25 days holiday + BH
• Pension
• Annual bonus
• Free parking
• Flexible working