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Paraplanner

Wells
£35,000 - £42,000 a year
Posted: 21h ago
Offer description

Our client is looking for an experienced Paraplanner to join their expanding team based in Tunbridge Wells, Kent. This position can be either full or part-time, and our client offers very flexible working arrangements. Due to their office location, it is recommended that you can drive - they have a luxurious office space, with a gym and on-site restaurant. Ideally, we are looking for a level 4 qualified paraplanner. Main Job Purpose: To support advisers in providing compliant advice to clients. Responsibilities: - Assist financial advisors in preparing financial plans and investment strategies for clients - Conduct research on investment products, market trends, and economic conditions - Prepare reports and presentations for client meetings - Assess client portfolios and make recommendations for adjustments - Assist with the implementation of investment strategies and the monitoring of client accounts - Peer review case checking - Maintain accurate client records and documentation - Collaborate with other team members to provide exceptional service to clients - Some general administrative duties Skills: - Strong analytical and problem-solving skills - Excellent attention to detail and organisational abilities - Proficient in financial planning software and tools - Knowledge of investment products and financial markets - Strong written and verbal communication skills - Ability to work independently and as part of a team - Excellent time management skills

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