Senior Paraplanner Coordinator
3 days ago
Kingswood Group, a dynamic financial services firm based in the UK, is seeking a highly skilled and motivated Senior Paraplanner to join their expanding team in Bishops Stortford. This role offers an exceptional chance for a qualified or part-qualified paraplanner to advance their career and contribute to the company's growth.
The successful candidate will work closely with experienced advisers and senior paraplanners to provide expert client support, ensuring seamless communication and timely delivery of high-quality services.
Key Responsibilities:
- Collaborate with dedicated advisers to coordinate client projects and ensure efficient case management.
- Participate in regular case update meetings to discuss progress and address any challenges.
- Communicate effectively with clients through phone calls, emails, and postal correspondence as needed.
- Conduct comprehensive research for new business cases, utilizing industry knowledge and resources.
- Draft and edit suitability reports, cover letters, one-pagers, and client documents to meet the highest standards.
- Prepare and pre-populate documents for review meetings, ensuring accuracy and attention to detail.
- Foster strong relationships with providers to obtain policy information and resolve any issues promptly.
- Maintain and manage the tracker system to track client cases and deadlines efficiently.
- Send monthly valuations to clients, providing clear and concise information about their policies.
- Ensure compliance documents are up-to-date and accurate, meeting regulatory requirements.
- Process client information requests through email and postal channels, responding promptly to queries.
Skill Requirements:
- Integrity, reliability, and discretion in handling sensitive client information.
- Excellent written and verbal communication skills to interact effectively with clients and colleagues.
- A professional telephone manner and ability to communicate complex information clearly.
- Proficiency in Microsoft Word, Excel, and Outlook to manage tasks and documents efficiently.
- Strong interpersonal skills to build rapport with clients and colleagues alike.
- Ability to prioritize and manage workload efficiently, meeting deadlines and delivering high-quality results.
- High attention to detail to maintain accuracy and precision in all tasks.
We offer a competitive salary range of £30,000 - £40,000 per annum, depending on experience, plus a benefits package that includes opportunities for growth and development within the company.
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