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.
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