Paraplanner
Location: Bromley, Greater London
Contract Type: Permanent
Salary: £40,000 depending on Experience
Are you an experienced Paraplanner? Our client, a well-respected financial services organisation, is seeking a talented individual to join their dedicated team in Bromley!
The organisation prides itself on creating a positive workplace culture, where your skills and contributions are valued and recognised.
Required Experience:
1-3 years' experience as a Paraplanner primarily in pension and investment advice, but including estate and IHT planning
Level 4 Diploma / working towards Diploma
Proficient in using financial planning software and toolsKey Responsibilities:
Prepare detailed financial plans and reports for clients, ensuring accuracy and compliance with industry regulations
Collaborate closely with financial advisors to develop tailored solutions that meet client needs
Conduct thorough research on investment products and market trends to provide insightful recommendations
Maintain and update client files, ensuring all documentation is complete and up to date ️
Assist in the ongoing management of client relationships, fostering trust and satisfactionIdeal Candidate Profile:
someone who can pick up work within a very short timeframe with little requirement for technical training beyond systems and procedures
Strong understanding of financial planning principles, investment products, and regulatory requirements
Excellent analytical and problem-solving skills, with keen attention to detail
Ability to communicate complex financial concepts in a clear and concise manner
A team player with a proactive approach to work and a positive attitudeWhy Join This Organisation?
Opportunities for professional development and career progression
A vibrant work environment that promotes teamwork and collaboration
Flexible working arrangements, supporting a healthy work-life balance
Recognition programmes to celebrate employee achievements If you're ready to take the next step in your career and make a meaningful impact in the financial planning industry, this could be the perfect opportunity for you! Our client values commitment, expertise, and enthusiasm, and is eager to welcome a new Paraplanner who shares these values.
How to Apply:
Interested candidates are encouraged to submit their CV and a cover letter out...
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