Financial Planning Administrator

Office Angels; Bromley; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Flexible working arrangements

Professional development

Team-oriented culture

Job summary

Office Angels in Bromley, Greater London, is seeking a Financial Planning Administrator with 1-3 years' paraplanning experience in financial services. The permanent role offers a salary of £40,000 depending on experience and a supportive, team‑oriented culture.

You will prepare detailed financial plans and reports for clients, collaborate with financial advisors to tailor solutions, research investments and market trends, and maintain up‑to‑date client records to ensure compliance and excellent

Qualifications

• 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

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

Skills

Paraplanner experience

Financial planning software

Education

Level 4 Diploma

Tools

Financial planning tools

Job description

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.

We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace.

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more.

We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website