Wealth Management Paraplanner

2 days ago

Tonbridge, Kent, United Kingdom kingswood-group Full time

Are you a motivated and detail-oriented individual looking for a challenging role in Wealth Management?

We are seeking a highly skilled Paraplanner to join our team in East Malling on a full-time, permanent contract.

The role involves producing high-quality financial planning reports for consideration and signoff by advisers, as well as obtaining illustrations and supporting documents required to complete the advice file for presentation to the client.

An estimated salary for this position is around £39,000 - £44,000 per annum, depending on experience.

Responsibilities:

  • Produce financial planning reports for consideration and signoff by advisers.
  • Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client.
  • Maintain an up-to-date knowledge of company policies and procedures and ensure all client documentation is saved accordingly.
  • Refer all client complaints and concerns promptly to your Manager, the Adviser, and the Compliance Officer.
  • Attend regular meetings to discuss ongoing work and ensure advice approach across the team is similar.

Benefits:

  • 25 days annual leave
  • An extra day off for your birthday
  • Cycle to work scheme
  • Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
  • Private healthcare – you'll be able to provide cover for you and your family.
  • Enhanced Maternity and Paternity pay for all employees.

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