Paraplanner - Near Bromley - Up to &;45,000 DOE + Career Progression

Paraplanner - Near Bromley - Up to £45,000 DOE + Career Progression

Are you an experienced Paraplanner looking for a firm that will invest in your progression? Our client, a well-established and growing wealth management firm in near Bromley, is looking for a Paraplanner to join its friendly and supportive team.

This is an opportunity to take real ownership of your casework. You'll work closely with experienced Financial Advisers and a Senior Paraplanner, with a structured path towards a Senior Paraplanner role.

The role

• Produce high-quality suitability reports and letters to target deadlines

• Carry out comparative and technical research across investments, pensions and protection

• Check the compliance and suitability of advice as a key technical support to the Advisers

• Analyse clients' overall financial positions from fact-find information

• Manage ongoing client reviews in line with service standards

• Liaise with the administration team on implementing new business

• Investigate and resolve client queries About you

• Proven paraplanning experience

• Level 4 Diploma in Financial Planning qualified, or close to completion

• Strong technical knowledge of pensions, investments and protection

• Able to write clear, well-reasoned technical commentary

• Confident managing several cases at once

• Ambitious to progress to Senior Paraplanner level What's on offer

• Salary up to £45,000 depending on experience and qualifications

• Full study support for Level 4 and beyond, including Chartered

• Structured progression towards Senior Paraplanner

• A collaborative, supportive team within a respected wealth management firm Interested? Apply today with your CV, or contact Jo at Financial Divisions for a confidential conversation about this and other paraplanning opportunities.