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For Companies At a Glance
- Tasks: Support the advisory team by drafting reports and managing client portfolios.
- Company: Established financial advisory firm known for its bespoke, client-centred approach.
- Benefits: Salary up to £53k, annual bonus, pension scheme, and full qualification support.
- Why this job: Make a meaningful impact on clients' financial futures while advancing your career.
- Qualifications: Motivated, client-focused professionals with a passion for financial planning.
- Other info: Opportunities for career progression and leading innovative AI-driven projects.
The predicted salary is between 42000 - 58000 £ per year.
Job Description
Paid Qualifications, Pension & Annual CPI Salary Increase
I’ve had the pleasure of working with this well-established, independent financial advisory firm for several years, and I’m excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they’re seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients’ financial futures.
Based full-time near the Bromley office, you’ll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You’ll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you’ll assist with client onboarding, annual reviews, and gathering technical information from product providers.
You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you’ll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency.
The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You’ll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase.
If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.
Paraplanner to Advisor - Bromley - Salary up to £53k + Annual Bonus up to 20% employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner to Advisor - Bromley - Salary up to £53k + Annual Bonus up to 20%
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about opportunities at firms like the one in Bromley. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using online resources to get comfortable discussing your skills and how they align with the firm's client-centred approach.
✨Tip Number 3
Showcase your tech-savviness! Familiarise yourself with tools like PowerPoint, Excel, and any specific software mentioned in the job description. Being able to demonstrate your proficiency can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Paraplanner to Advisor - Bromley - Salary up to £53k + Annual Bonus up to 20%
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight any relevant qualifications, especially those related to financial planning, and don’t forget to mention your experience with tools like PowerPoint and Excel!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to the team. Mention specific projects or experiences that demonstrate your client-focused approach.
Showcase Your Technical Skills: Since you'll be using various systems like Intelligent Office and FE Analytics, make sure to mention any experience you have with these tools. If you’ve led any projects or initiatives, especially involving AI, be sure to highlight that too!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Financial Divisions
✨Know Your Tools
Familiarise yourself with the tools mentioned in the job description, like PowerPoint, Excel, and Intelligent Office. Being able to discuss how you've used these tools in past roles will show your practical experience and readiness for the position.
✨Research the Firm
Take some time to understand the firm's holistic approach to financial planning. Knowing their values and how they serve clients can help you tailor your answers and demonstrate that you're a good fit for their culture.
✨Prepare for Technical Questions
Since you'll be dealing with pensions and investment products, brush up on your knowledge in these areas. Be ready to discuss recent trends or changes in the financial sector that could impact client recommendations.
✨Show Your Passion for Progression
Express your enthusiasm for career development and how you see yourself growing within the firm. Mention your interest in pursuing Chartered qualifications and how you plan to contribute to the team while achieving your goals.
