Full job descriptionParaplanner
Location: Bromley, Kent
Salary: £40,000 - £45,000 DOE
Working Pattern: Primarily office-based
Benefits: Paid parking, supportive team culture, social company events, study support, career progression
The Opportunity
A well-established and highly personable Financial Planning firm in Bromley is looking to recruit a motivated Paraplanner with around 18 months’ experience who is actively working towards their Diploma in Regulated Financial Planning.
This is an excellent opportunity to join a friendly, social, and collaborative team where you will work closely with experienced Financial Advisers, gaining exposure to a broad range of financial planning cases while continuing your professional development.
The firm prides itself on its supportive culture, team-focused environment, and commitment to helping employees progress their careers.
The Role
As a Paraplanner, you will play a key role in supporting Advisers throughout the client journey. You will be responsible for conducting detailed research, analysing client information, preparing suitability reports, and helping ensure clients receive high-quality, compliant financial advice.
You will work across a variety of areas including pensions, investments, protection, and retirement planning, providing valuable technical support that enables Advisers to focus on delivering exceptional client relationships.
Key Responsibilities
*Prepare accurate and compliant suitability reports and recommendation letters
*Conduct technical research across pensions, investments, protection, and retirement planning solutions
*Analyse client fact-finds and financial circumstances
*Support Financial Advisers throughout the advice process
*Complete product and provider comparisons
*Assist with existing business reviews and annual review processes
*Ensure all client work is fully compliant and supported by appropriate documentation
*Liaise with Advisers and administration teams to ensure smooth case progression
*Investigate client queries and provide accurate responses
*Maintain excellent standards of file quality and regulatory compliance
About You
*Minimum 18 months’ experience within a Paraplanning role
*Working towards the Diploma in Regulated Financial Planning
*Strong understanding of pensions, investments and wider financial planning concepts
*Excellent report writing skills
*Strong analytical and research abilities
*High attention to detail and commitment to producing quality work
*Team player with excellent communication skills
*Ambitious and keen to continue developing within financial planning
What’s on Offer?
*£40,000 - £45,000 depending on experience
*Paid parking
*Support towards Diploma completion and further qualifications
*Friendly and social team environment
*Exposure to quality financial planning cases
*Long-term career progression opportunities
*Join a growing and highly respected financial planning business
If you’re an aspiring Paraplanner looking to progress your career with a supportive firm that genuinely invests in its people, we’d love to hear from you.