Job Description
Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in Bishops Stortford. This is a fantastic opportunity for a qualified or part-qualified paraplanner, looking to continue their qualification.
Working closely with an Adviser and Senior Paraplanner, the successful candidate will provide essential client support to the team.
Key Responsibilities:
* Coordinate directly with a dedicated Adviser
* Participate in daily case update meetings
* Communicate with clients via phone, email, and post as needed
* Conduct research for new business cases
* Draft suitability reports, cover letters, one-pagers, and client documents
* Prepare and pre-fill documents for review meetings
* Follow up on policy information with providers
* Maintain and manage the tracker system
* Send monthly valuations to clients
* Ensure compliance documents are current
* Process information requests through email and post
Skills & Qualities Needed:
* Integrity, reliability, and discretion
* Strong written and verbal communication skills
* Professional telephone manner
* Proficiency in Microsoft Word, Excel, and Outlook
* Excellent interpersonal skills for client and colleague interactions
* Ability to prioritise and manage workload efficiently
* High attention to detail
If you're ready to bring your expertise to a supportive, flexible, and growth-focused team, we’d love to hear from you!