Wealth Management Paraplanner

2 days ago


High Wycombe, Buckinghamshire, United Kingdom kingswood-group Full time

About Our Company

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Kingswood Group is a reputable global provider of wealth planning and investment management services. Our comprehensive network spans the UK, US, and South Africa, serving diverse clientele from private individuals to prominent institutions.

Job Description">

The successful candidate will be a skilled Financial Planning Specialist responsible for developing and maintaining strong internal relationships, managing all client documentation, and delivering high-quality financial planning reports. This role requires exceptional attention to detail, strong organizational skills, and excellent communication abilities.

  • Develop and maintain internal relationships with key stakeholders.
  • Manage client documentation accurately and efficiently.
  • Produce detailed financial planning reports adhering to industry standards.
  • Ensure timely completion of tasks and meet deadlines.
Requirements">

We seek a highly motivated and experienced individual who can bring their expertise to our team. The ideal candidate will possess:

  • A proven track record in financial planning or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.
Benefits">

We offer a comprehensive benefits package, including:

  • Competitive salary range: £40,000 - £60,000 per annum.
  • 26 days annual leave, including a birthday off.
  • Cycle to work scheme.
  • Life Assurance and Private Healthcare.
  • Enhanced Maternity and Paternity Pay.


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