Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their St Albans office. Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow.
The position:
The position:
Working within a well established paraplanning team, which consists of paraplanners, administration staff and trainee advisers, the successful candidate will be providing the wider team with centralised support.
Duties will include;
Administration duties including;
* Answering the phone and dealing with queries as and when they arise
* Processing post
* Scanning documents and adding to the tracker
* Chasing policy information with providers
* Ongoing management of the tracker
* Sending out monthly valuations to clients
* Ensuring compliance documents are in date
* Processing information requests to providers (sending requests via email and post)
Paraplanning duties include;
1. Liaising directly with a dedicated Adviser
2. Daily update meetings for all cases
3. Liaising with clients as and when required by phone, email and post
4. Compiling research for new business cases
5. Drafting suitability reports, generating cover letters, one pagers and other client facing...