Paraplanner - Tunbridge Wells
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:
1. Assist financial advisors in preparing financial plans and investment strategies for clients
2. Conduct research on investment products, market trends, and economic conditions
3. Prepare reports and presentations for client meetings
4. Assess client portfolios and make recommendations for adjustments
5. Assist with the implementation of investment strategies and the monitoring of client accounts
6. Peer review case checking
7. Maintain accurate client records and documentation
8. Collaborate with other team members to provide exceptional service to clients
9. Some general administrative duties
Skills:
10. Strong analytical and problem-solving skills
11. Excellent attention to detail and organisational abilities
12. Proficient in financial planning software and tools
13. Knowledge of investment products and financial markets
14. Strong written and verbal communication skills
15. Ability to work independently and as part of a team
16. Excellent time management skills