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Paraplanner

Kind Consultancy is working with a succesful, national Wealth Management firm which is currently seeking a Paraplanner to join them in a permanent role paying £35,000 to £50,000 dependent on experience. This role will have a hybrid work model to be based out of the firm’s Wolverhampton, Stockport or Newcastle offices – candidates must be able to commute to one of these locations.

The Paraplanner will support the firm’s Financial Planners by conducting research, preparing reports, and ensuring that clients receive the best advice based on thorough analysis, with key responsibilities including:

  • Preparing detailed financial reports and recommendations.
  • Conducting research on financial products and market trends.
  • Assisting Financial Planners in developing client strategies.
  • Ensuring compliance with regulatory requirements.

Our ideal candidate for the Paraplanner opportunity:

  • Holds a minimum of a Diploma in Financial Planning or equivalent, and wishes to aspire to be Chartered and a CFP.
  • Has experience in paraplanning or similar role involving the use of Cashflow planning tools and CRM systems.
  • Demonstrates strong analytical and research skills.
  • Has good knowledge of financial products and the current regulatory environment.
  • Has a keen eye for detail

If you’re interested in the Paraplanner opportunity, you have the skills, experience and qualifications we’re looking for, and you’re based in or can commute to Newcastle, Stockport or Wolverhampton, please apply with an updated CV today.

Financial Planner

Kind Consultancy is working with a succesful, national Wealth Management firm which is currently seeking a Financial Planner to join them in a permanent role paying £50,000 to £80,000 dependent on experience. This role will have a hybrid work model to be based out of the firm’s Wolverhampton, Stockport or Newcastle offices – candidates must be able to commute to one of these locations.

The Financial Planner will work directly with clients to understand their financial goals and develop tailored strategies to help them achieve these goals, with key responsibilities including:

  • Developing comprehensive financial plans for clients.
  • Providing advice on investments, pensions, insurance, and tax planning.
  • Building and maintaining long-term relationships with clients.
  • Staying updated on market trends and regulatory changes.

Our ideal candidate for the Financial Planner position:

  • Is qualified at least to a Diploma level, and is on track to be Chartered and Certified Financial Planner (CFP) or equivalent.
  • Has proven experience as a Financial Planner or Advisor.
  • Demonstrates strong interpersonal and communication skills.
  • Is able to quickly build trust and rapport with clients.
  • Is committed to and passionate about providing independent and unbiased Financial Planning.

If you’re interested in the Financial Planner opportunity, you have the necessary skills, experience and qualifications, and you live in or can commute to Newcastle, Stockport or Wolverhampton, please apply with an updated CV today.

Training & Competence Supervisor

Kind Consultancy is working with a succesful, growing Wealth Management firm which is currently seeking a Training & Competence Supervisor to join them in a full-time, permanent role paying up to £45,000 with a hybrid work model requiring 2-3 in-office days per week in their Birmingham office.

The Training & Competence Supervisor will support the delivery of an effective Training & Compliance function, implementing and maintaining high standards, with key responsibilities including:

  • Providing compliance guidance and training to relevant employees of the business
  • Drafting and updating Training & Compliance policies and procedures
  • Working closely with the Head of Compliance to support all business areas with compliance related issues
  • Understanding complex management and regulatory information and translating it into easy to understand forms for key stakeholders
  • Conducting regular internal reviews to ensure that compliance procedures are followed
  • Ensuring that everyone connected to the firm’s regulated business has the skills, knowledge, and expertise to carry out their role appropriately (including non-advisory employees)
  • Developing clearly defined criteria and procedures, setting out the specific point when someone will be assessed as being competent.
  • Measuring and reporting meaningful KPI’s which reflect the needs of the business and allow for measurement of potential risk to the business.
  • Maintaining appropriate records to evidence compliance with the FCA’s Training and Competency requirements, documenting all aspects, from the recruitment of individuals, induction and initial training, through to attaining and maintaining competency.
  • Ensuring all staff (including new staff) are aware of the firm’s complaints handling procedures.
  • As instructed by the Head of Compliance, review any complaints against the firm and deal with them in accordance with the Regulator’s complaints handling rules

Our ideal candidate for the Training & Competence Supervisor role:

  • Has a background in IFA or Mortgage related work
  • Has significant experience of delivering training, preferably relating to compliance within Financial Services
  • Has an in-depth understanding of current UK Financial Services regulations
  • Holding a Level 4 Diploma in Regulated Financial Planning would be highly desirable

If you have the skills, qualifications, knowledge and experience we’re looking for, you live in or can commute to Birmingham and you’re interested in the Training & Competence Supervisor position, please apply with an updated CV today.

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Lichfield, WS14 9BW

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Telephone:
(+44) 121 643 2100

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enquiries@kindconsultancy.com

A specialist recruitment and executive search firm specialising in interim and permanent Governance, Risk, Compliance, Complaints, Financial Crime and Change & Transformation roles across Financial Services

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Registered Address: Kind Consultancy Ltd – St. James House St. James Square CHELTENHAM Gloucestershire, England GL50 3PR

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