Financial Planning Specialist

3 weeks ago


Tonbridge, Kent, United Kingdom kingswood-group Full time
Estimated Salary: £45,000 - £60,000 per annum.

In a career-defining opportunity with the Kingswood Group, you will play a vital role in supporting our Advisers in delivering exceptional client experiences. As a Paraplanner, you will be responsible for developing and maintaining internal relationships, managing all client documentation, and producing high-quality financial planning reports. Our team is committed to innovation, technology, and investment in people to support our advisers and clients.

Your key responsibilities will include:
  • Preparing detailed financial planning reports for consideration and sign-off by our Advisers.
  • Collaborating with our team to obtain illustrations and supporting documents as required to complete the advice file for presentation to clients.
  • Maintaining an up-to-date knowledge of our company policies and procedures and ensuring all client documentation is saved accordingly.
  • Identifying and escalating any client complaints or concerns promptly to your Manager, the Adviser, and the Compliance Officer.
  • Participating in regular Paraplanning meetings to discuss ongoing work and ensure consistency across the team.

Required Skills and Qualifications:
  • A strong understanding of wealth management principles and practices.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office applications.

Benefits:
  • 25 days annual leave.
  • An extra day off for your birthday.
  • Cycle to work scheme.
  • Life Assurance.
  • Private healthcare.
  • Enhanced Maternity and Paternity pay.


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