Are you an experienced Paraplanner looking for a change?
Reporting into the Paraplanner Manager, you will provide support on financial strategies, plans and products to their impressive and varied array of clients.
With experience as a Paraplanner, you may be either fully certified or working towards full certification, with experience in supporting a range of financial products. Should you wish to attain more qualifications, then study support will be made available as applicable.
Our Working Environment
You will be joining a well renowned business of Wealth managers, with the majority of work being conducted from one of our well-situated office.
At Kingswood, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. Please discuss the working pattern requirements for this role with the hiring manager.
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme
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.
Our Diversity, Equality and Inclusion commitment
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 Kingswood colleagues. Join us on our journey and apply today.