Paraplanner Client · Macclesfield ·

kingswood-group.com; Macclesfield; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a skilled Paraplanner to join their dynamic team in Macclesfield. This full-time role offers the opportunity to produce high-quality financial planning reports, manage client documentation, and maintain internal relationships. The ideal candidate will possess a Level 4 diploma in Financial Planning or be working towards it. With a commitment to inclusivity and employee development, this innovative firm provides a supportive environment where your contributions will be valued. Join a team that celebrates diversity and fosters professional growth while making a significant impact in wealth management.

Benefits

25 days annual leave

Extra day off for your birthday

Cycle to work scheme

Life Assurance

Private healthcare

2 paid volunteering days

Enhanced Maternity and Paternity pay

Qualifications

• Qualified Paraplanner or working towards Level 4 diploma.
• Experience in Wealth and Investment management is desirable.

Responsibilities

• Produce financial planning reports for adviser review.
• Analyze client portfolios and prepare cash flow analysis.
• Liaise with Compliance and maintain client documentation.

Skills

Financial Planning

Client Documentation Management

Technical Research

Communication Skills

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Dynamic Planner

FE Analytics

Cash Calc

Job description

Are you an experienced Paraplanner looking for your next role? We have a fantastic opportunity for a talented individual to join our team in Macclesfield on a full-time permanent basis.

As a Paraplanner, you’ll be responsible for developing and maintaining internal relationships, managing all client documentation, and producing quality financial planning reports.

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

What you’ll do as a Paraplanner:

• Produce financial planning reports for consideration and signoff by advisers considering standards for suitability and quality.
• Analyse client portfolios/products and other relevant information to prepare the above.
• Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client.
• Prepare cash flow analysis as required.
• Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations.
• Liaise with the Compliance department as necessary throughout the advice process.
• Maintain an up-to-date knowledge of company policies and procedures and ensure all client documentation is saved accordingly to the correct files.
• Refer all client complaints and concerns promptly to your Manager, the Adviser and the Compliance Officer.
• Communicate with colleagues and product providers as needed.
• Attend regular Paraplanning meetings to discuss ongoing work and ensure advice approach across the team is similar.
• Maintain the workflow log including the addition of new work requests and updating of completed work.

What we’re looking for:

• A qualified Paraplanner (level 4 diploma) or working towards a level 4 would be considered.
• Experience working within Wealth and Investment management would be desirable but not essential.
• Knowledge and experience of using Microsoft Office.
• The ideal candidate would in addition have knowledge of using Dynamic Planner, FE Analytics and Cash Calc (an advantage).

Here at Kingswood Group, we’re all about our people and are committed to recruiting and maintaining a diverse workforce.

We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We’re continually learning and improving our processes and policies to ensure an inclusive culture for all our employees. That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

Teamwork, inclusivity, and culture in our business is really important to us. Here is a rundown of our core benefits available to our fantastic employees:

• 25 days annual leave
• An extra day off for your birthday!
• Cycle to work scheme – If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
• Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
• Private healthcare – You’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one year’s service).
• 2 paid volunteering days – per year, for you to dedicate your time to a cause you are passionate about.
• Enhanced Maternity and Paternity pay for all our Kingswood Group employees

ONE KINGSWOOD

Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:

• Support and empower – we recognise others’ contributions and collaborate to support success.
• Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
• Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
• Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
• Uphold Responsibility – we treat others fairly and always learn from our mistakes.