Senior Paraplanner

6 days ago

Aylesford, Kent, United Kingdom Kingswood Group Full time
Job Description:
As a Senior Paraplanner at Kingswood Group, you will be responsible for developing and maintaining internal relationships, managing client documentation, and producing quality financial planning reports. You will work closely with our advisers to produce comprehensive financial planning reports, considering standards for suitability and quality. Additionally, you will be responsible for obtaining illustrations and supporting documents to complete the advice file for presentation to clients, as well as preparing cash flow analysis as required. You will maintain an up-to-date knowledge of company policies and procedures to ensure seamless operations.

The successful candidate will have a strong understanding of pension administration and financial planning principles. A competitive salary and excellent benefits package, including 25 days annual leave, an extra day off for your birthday, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay, are offered for this permanent contract opportunity.

  • Pension Administration Professional

    7 days ago

    Aylesford, Kent, United Kingdom Kingswood Group Full time

    About the Opportunity:Kingswood Group is seeking a skilled Pension Administration Professional to join our team in East Malling. As a senior paraplanner, you will have the opportunity to utilize your expertise in pension administration to drive business growth and improve client satisfaction.Your primary responsibilities will include developing and...