Full job descriptionParaplanner – Near Bromley – Up to £45,000 DOE + Career Progression
Are you an experienced Paraplanner looking for a firm that will invest in your progression? Our client, a well-established and growing wealth management firm in near Bromley, is looking for a Paraplanner to join its friendly and supportive team.
This is an opportunity to take real ownership of your casework. You’ll work closely with experienced Financial Advisers and a Senior Paraplanner, with a structured path towards a Senior Paraplanner role.
The role
*Produce high-quality suitability reports and letters to target deadlines
*Carry out comparative and technical research across investments, pensions and protection
*Check the compliance and suitability of advice as a key technical support to the Advisers
*Analyse clients’ overall financial positions from fact-find information
*Manage ongoing client reviews in line with service standards
*Liaise with the administration team on implementing new business
*Investigate and resolve client queries
About you
*Proven paraplanning experience
*Level 4 Diploma in Financial Planning qualified, or close to completion
*Strong technical knowledge of pensions, investments and protection
*Able to write clear, well-reasoned technical commentary
*Confident managing several cases at once
*Ambitious to progress to Senior Paraplanner level
What’s on offer
*Salary up to £45,000 depending on experience and qualifications
*Full study support for Level 4 and beyond, including Chartered
*Structured progression towards Senior Paraplanner
*A collaborative, supportive team within a respected wealth management firm
Interested? Apply today with your CV, or contact Jo at Financial Divisions for a confidential conversation about this and other paraplanning opportunities.