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!
