HR Recruitment Consultant at Kingswood Group
Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in St Albans. This is a fantastic opportunity for a qualified Paraplanner.
Working closely with Advisers and Administrators, 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
* Proven Paraplanning experience
* Strong technical knowledge of financial services and products
* Strong written and verbal communication skills
* Proficiency in Microsoft Word, Excel, and Outlook
* Excellent leadership skills
* 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!
Seniority level
Associate
Employment type
Full-time
Job function
Finance
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