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 St Albans office. Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow.

The position:

The position:

Working within a well established paraplanning team, which consists of paraplanners, administration staff and trainee advisers, the successful candidate will be providing the wider team with centralised support.

Duties will include;

Administration duties including;

• Answering the phone and dealing with queries as and when they arise
• Processing post
• Scanning documents and adding to the tracker
• 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)

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

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

? Able to attend and complete exams under exam conditions

Benefits offered:

• 25 days holiday + BH
• Pension
• Annual bonus