Paraplanner

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!