At a Glance
- Tasks: Support financial advisers by preparing reports and analysing client data.
- Company: Leading financial services company with a dynamic team.
- Benefits: Negotiable salary, 25 days holiday, pension, and study funding.
- Other info: Lovely office location with onsite events and career development opportunities.
- Why this job: Join a professional environment and make a real impact in financial planning.
- Qualifications: Experience in financial services and working towards Level 4 Paraplanning diploma.
The predicted salary is between 35000 - 45000 £ per year.
We are seeking an experienced and detail-oriented Paraplanner to join our dynamic financial services team on an urgent basis. The successful candidate will play a vital role in supporting financial advisers by preparing comprehensive reports, analysing client data, and assisting with financial planning processes. This position offers an excellent opportunity for individuals with strong organisational skills and a passion for financial services to contribute to a professional and client-focused environment.
Role Primary Purpose: A paraplanner assists financial advisors by researching, verifying and preparing financial reports. This job ensures that financial advice is accurate and beneficial for clients. They do the numbers, conduct research and produce reports, easing pressure on financial advisors who need to invest more time in sustaining customer relations and strategic planning.
- Salary Negotiable
- Benefits: 25 days holiday + BH
- Permanent parking space available
- Lovely office location, access to onsite events
- Social company Pension
- Will fully fund study and other development should the candidate be working towards their qualifications.
Paraplanner employer: OneWay Recruit
Join a leading financial services company in Bromley, where we prioritise employee growth and development. With a supportive work culture that offers 25 days of holiday, a pension scheme, and fully funded study opportunities, we ensure our Paraplanners thrive both professionally and personally. Enjoy a lovely office environment with onsite events and the convenience of a permanent parking space, making this an excellent place to advance your career in financial services.
