Paraplanner

1 month ago


Bishop's Stortford, United Kingdom Kingswood Group Full time
Job Description

Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in Bishops Stortford. This is a fantastic opportunity for a qualified or part-qualified paraplanner, looking to continue their qualification.


Working closely with an Adviser and Senior Paraplanner, the successful candidate will provide essential client support to the team.


Key Responsibilities:

  • Coordinate directly with a dedicated Adviser
  • Participate in daily case update meetings
  • Communicate with clients via phone, email, and post as needed
  • Conduct research for new business cases
  • Draft suitability reports, cover letters, one-pagers, and client documents
  • Prepare and pre-fill documents for review meetings
  • Follow up on policy information with providers
  • Maintain and manage the tracker system
  • Send monthly valuations to clients
  • Ensure compliance documents are current
  • Process information requests through email and post


Skills & Qualities Needed:

  • Integrity, reliability, and discretion
  • Strong written and verbal communication skills
  • Professional telephone manner
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Excellent interpersonal skills for client and colleague interactions
  • Ability to prioritise and manage workload efficiently
  • High attention to detail


If you're ready to bring your expertise to a supportive, flexible, and growth-focused team, we’d love to hear from you


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