Paraplanner

Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in St Albans. This is a fantastic opportunity for a qualified Paraplanner.

Working closely with an Advisers and Administrators, 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:

• Level 4 Diploma Qualified
• Proven Paraplanning experience
• Strong technical knowledge of financial services and products
• Strong written and verbal communication skills
• Proficiency in Microsoft Word, Excel, and Outlook
• Excellent leadership skills
• 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!