Paraplanner - Tunbridge Wells

Artemis Recruitment Consultants; Royal Tunbridge Wells; On-site; GBP 30,000 - 45,000; Full time

Job summary

A reputable client in Tunbridge Wells seeks an experienced Paraplanner to support their financial advisory team. This role offers full or part-time flexibility with a luxurious office setting. The ideal candidate will possess level 4 qualification and have a strong analytical background, coupled with excellent communication skills.

Benefits

Flexible working arrangements

Luxurious office space

On-site gym

On-site restaurant

Qualifications

• Must be level 4 qualified as a paraplanner.
• Experience in financial planning and investment strategies.
• Proficient in financial analysis and client communication.

Responsibilities

• Assist financial advisors in preparing financial plans and investment strategies.
• Conduct research on investment products and market trends.
• Prepare reports and presentations for client meetings.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Organizational abilities

Communication skills

Education

Level 4 qualified paraplanner

Tools

Financial planning software

Job description

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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