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
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Paraplanner - Near Bromley - Up to &45,000 DOE + Career Progression employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
