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