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
• 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

If you are interested in this position then please forward your CV to sam@artemisrecruitment.co.uk 

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