Paraplanner
other jobs mbf.
Added before 1 Days
- England,London,Greater London,Bromley
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Full job descriptionAre you a Paraplanner looking for a role where you can continue developing your technical expertise whilst working alongside experienced financial planning professionals?
A growing and highly respected Financial Planning firm is seeking a Paraplanner to join its collaborative team based in Bromley.
This opportunity would suit an individual with at least 12 months of paraplanning experience who has achieved, or is working towards, their Level 4 Diploma and is looking to take the next step in their career.
Working closely with Financial Advisers, a Senior Paraplanner and a Junior Paraplanner, you’ll gain exposure to a wide range of financial planning cases whilst developing your technical knowledge across pensions, investments, protection and retirement planning.
The Opportunity• Salary up to £40,000 depending on experience
• Fully funded professional qualifications and ongoing study support
• Structured mentoring and development from experienced colleagues
• Direct exposure to Advisers and the full financial planning process
• Prestigious office environment in Bromley Old Town Hall
• Clear long-term career progression opportunities
• Supportive and collaborative team culture
Key Responsibilities• Preparing suitability reports and recommendation letters
• Conducting research across pensions, investments and protection products
• Supporting Advisers with technical and administrative aspects of client cases
• Reviewing existing arrangements and analysing recommendations
• Assisting with financial planning and report preparation
• Ensuring documentation remains compliant and FCA-aligned
About You• Minimum 12 months’ experience within a Paraplanning role
• Level 4 Diploma qualified or actively working towards completion
• Strong technical knowledge of financial planning products and solutions
• Excellent written communication skills
• Organised, detail-oriented and able to manage multiple priorities
• Ambitious and keen to continue developing professionally
This is an excellent opportunity to join a growing financial planning business where your contribution will be visible, your development will be supported, and you’ll have the opportunity to accelerate your career within a close-knit and experienced team.
To apply or find out more, please get in touch for a confidential discussion
A growing and highly respected Financial Planning firm is seeking a Paraplanner to join its collaborative team based in Bromley.
This opportunity would suit an individual with at least 12 months of paraplanning experience who has achieved, or is working towards, their Level 4 Diploma and is looking to take the next step in their career.
Working closely with Financial Advisers, a Senior Paraplanner and a Junior Paraplanner, you’ll gain exposure to a wide range of financial planning cases whilst developing your technical knowledge across pensions, investments, protection and retirement planning.
The Opportunity• Salary up to £40,000 depending on experience
• Fully funded professional qualifications and ongoing study support
• Structured mentoring and development from experienced colleagues
• Direct exposure to Advisers and the full financial planning process
• Prestigious office environment in Bromley Old Town Hall
• Clear long-term career progression opportunities
• Supportive and collaborative team culture
Key Responsibilities• Preparing suitability reports and recommendation letters
• Conducting research across pensions, investments and protection products
• Supporting Advisers with technical and administrative aspects of client cases
• Reviewing existing arrangements and analysing recommendations
• Assisting with financial planning and report preparation
• Ensuring documentation remains compliant and FCA-aligned
About You• Minimum 12 months’ experience within a Paraplanning role
• Level 4 Diploma qualified or actively working towards completion
• Strong technical knowledge of financial planning products and solutions
• Excellent written communication skills
• Organised, detail-oriented and able to manage multiple priorities
• Ambitious and keen to continue developing professionally
This is an excellent opportunity to join a growing financial planning business where your contribution will be visible, your development will be supported, and you’ll have the opportunity to accelerate your career within a close-knit and experienced team.
To apply or find out more, please get in touch for a confidential discussion
Job number 3855735
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...