At a Glance
- Tasks: Prepare reports, conduct research, and support financial advisers in client management.
- Company: A growing wealth management firm with a friendly and supportive team.
- Benefits: Salary up to £45,000, career development, and support for Level 4 Diploma.
- Other info: Opportunity for ongoing professional growth in a collaborative environment.
- Why this job: Join a dynamic team and advance your financial planning career with real impact.
- Qualifications: 12 months' paraplanning experience and working towards Level 4 Diploma.
The predicted salary is between 40000 - 45000 £ per year.
Paraplanner – Bromley (office based) – Salary up to £45,000 depending on experience and qualifications Are you a Paraplanner ready to take the next step in your financial planning career?
Our client, a well-established and growing wealth management firm, is looking for a Paraplanner to join its friendly and supportive team.
This is a genuine career-development opportunity.
You'll work closely with experienced Financial Advisers and a Senior Paraplanner, with full support as you complete your Level 4 Diploma and build your technical knowledge across investments, pensions and protection.
The role Prepare accurate suitability reports and letters to target deadlines Undertake comparative and technical research to support client recommendations Support the Advisers in verifying the compliance and suitability of advice Review clients' overall financial position from fact find information Process ongoing client reviews in line with service standards Liaise with the administration team on the implementation of new business Investigate and respond accurately to client queries About you A minimum of 12 months' experience in a paraplanning Working towards the Level 4 Diploma in Financial Planning (or already qualified) A good understanding of financial products and services, including pension...
