Kingsford Wealth Management Ltd
Senior Paraplanner
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About the Role
As a Senior Paraplanner, you will support the Advisers with technical queries, and the preparation of documentation including detailed and informative reports, and financial planning solutions including cashflow modelling, and Trust planning.
Company
Kingsford Wealth Management Ltd provides bespoke, client-focused financial advice and planning tailored to individual needs. The firm specialises in investment planning, inheritance tax, pension planning, and protection, supporting clients across key aspects of their financial lives.
Requirements
- Experienced Paraplanner with great report writing skills
- Experience of Life, Pension, and Investment products
- Hybrid working option with 1 day a week available for WFH
- Level 4 Diploma is desirable, but not essential if you can demonstrate good paraplanning experience
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Technical Support
- Prepare and write clear, compliant, and client-focused suitability reports
- Analyse existing client arrangements and identify opportunities to enhance current plans
- Assist with technical queries and financial planning strategies
Case Ownership
- Assist in managing cases from beginning to end, alongside the Advisers and administration team
- Work closely with the administration team to ensure applications are processed accurately
- Monitor progress of business submitted and liaise with providers where necessary
- Ensure all client files and back-office systems are fully updated
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Financial Planning Support
- Prepare cashflow models using Voyant
- Provide analysis with use of Financial Express Analytics
- Assist with client meeting preparation and post-meeting actions
- Produce illustrations, product comparisons, and supporting documentation
Team Collaboration
- Work closely with Advisers, administration staff, and Practice Manager
- Help maintain a smooth workflow between advice, paraplanning, and administration
- Contribute to improving processes and efficiencies within the practice
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