Full job descriptionParaplanner – Bromley (office based) – Salary up to £40,000 depending on experience and qualifications
Are you a Paraplanner ready to take the next step in your financial planning career? Our client, a well-established and growing wealth management firm, is looking for a Paraplanner to join its friendly and supportive team.
This is a genuine career-development opportunity. You’ll work closely with experienced Financial Advisers and a Senior Paraplanner, with full support as you complete your Level 4 Diploma and build your technical knowledge across investments, pensions and protection.
The role
*Prepare accurate suitability reports and letters to target deadlines
*Undertake comparative and technical research to support client recommendations
*Support the Advisers in verifying the compliance and suitability of advice
*Review clients’ overall financial position from fact find information
*Process ongoing client reviews in line with service standards
*Liaise with the administration team on the implementation of new business
*Investigate and respond accurately to client queries
About you
*A minimum of 12 months’ experience in a paraplanning
*Working towards the Level 4 Diploma in Financial Planning (or already qualified)
*A good understanding of financial products and services, including pensions and investments
*Strong analytical skills with the ability to produce clear technical commentary
*Well organised, with the ability to manage multiple cases at once
*A genuine desire to develop a long-term career in financial planning
What’s on offer
*Salary up to depending on experience
*Full study support towards your Level 4 Diploma and beyond
*Structured progression towards Senior Paraplanner
*A collaborative, supportive team environment within a respected wealth management firm.
Interested? Apply today with your CV, or get in touch with Jo at Financial Divisions for a confidential conversation about this and other paraplanning opportunities.