Financial Planning Administrator
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 or in a similar role within the financial services sector
- Level 4 Diploma / working towards Diploma
- Proficient in using financial planning software and tools
Key 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 satisfaction
Ideal Candidate Profile
- 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 attitude
Why 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.
#J-18808-Ljbffr
