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Paraplanner - Tunbridge Wells, Royal Tunbridge Wells
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Client:
Location:
Royal Tunbridge Wells, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
041882d4f6fd
Job Views:
5
Posted:
02.06.2025
Expiry Date:
17.07.2025
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Job Description:
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:
* 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
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
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