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: 

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 

Talk to a HR professional today 01245 204450