Paraplanner – 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.
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Paraplanner – Near Bromley – Up to £45,000 DOE + Career Progression employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
