Paraplanning Professional

We are seeking a highly skilled Paraplanning Professional to join our Kingswood Group team in East Malling on a full-time, permanent basis. As a Paraplanner, you'll be responsible for creating high-quality financial planning reports and managing client documentation. Our company has significant assets under management and a global presence.

Key responsibilities include:

• Developing and maintaining strong relationships with clients through effective communication.
• Producing comprehensive financial planning reports, adhering to quality and suitability standards.
• Creating cash flow analysis as required.
• Managing client documentation according to company policies and procedures.
• Reporting client complaints and concerns to senior colleagues.
• Participating in regular Paraplanning meetings to align advice approach.
• Experience in Wealth and Investment management is advantageous but not necessary.
• Proficiency in Microsoft Office is essential.

We value diversity and inclusivity in the workplace, fostering a culture of respect and equality. The employee benefits package includes:

• 25 days annual leave
• Additional birthday leave
• Cycle to work initiative
• Life Insurance
• Private medical care
• Generous family-friendly leave policy

The expected salary for this role is approximately £50,000 - £70,000 per annum, based on experience.