Junior Paraplanner - Near Bromley - Up to &40,000 + Full Study Support

Financial Divisions; Bromley; On-site; GBP 36,000 - 44,000; Full time

Job summary

Financial Divisions near Bromley is seeking a Junior Paraplanner to join its supportive wealth management team. You will learn alongside experienced Advisers and a Senior Paraplanner, preparing reports, researching investments, and ensuring compliance.

Around 12 months' paraplanning experience or strong admin background is ideal. You will study toward the Level 4 Diploma with full support and mentoring to advance your career in financial planning.

Qualifications

• Approximately 12 months of paraplanning experience or strong technical administration background in financial services.
• Currently studying toward the Level 4 Diploma in Financial Planning, or keen to start.
• Solid understanding of pensions and investments.
• Analytical, accurate and well organised.
• Keen to build a long-term career in financial planning.

Responsibilities

• Prepare accurate suitability reports and letters to target deadlines.
• Carry out research to support client recommendations.
• Help Advisers check that advice is compliant and suitable.
• Review clients' financial positions from fact-find information.
• Prepare ongoing client reviews in line with service standards.
• Work with the administration team to implement new business.
• Respond accurately to client queries.

Skills

Paraplanning

Analytical thinking

Attention to detail

Pensions knowledge

Financial services experience

Education

Level 4 Diploma in Financial Planning

Job description

Junior Paraplanner - Near Bromley - Up to £40,000 + Full Study Support

Ready to build your career in financial planning? Our client, a well-established and growing wealth management firm near Bromley, is looking for a Junior Paraplanner to join its friendly and supportive team.

This role suits someone early in their paraplanning career, or an experienced Technical Administrator or Financial Planning Assistant ready to take the next step. You'll learn alongside experienced Financial Advisers and a Senior Paraplanner, with full support as you work through your Level 4 Diploma.

The role

• Prepare accurate suitability reports and letters to target deadlines
• Carry out research to support client recommendations
• Help the Advisers check that advice is compliant and suitable
• Review clients' financial positions from fact-find information
• Prepare ongoing client reviews in line with service standards
• Work with the administration team to implement new business
• Respond accurately to client queries

About you

• Around 12 months' experience in paraplanning, or a strong background in technical administration within financial services
• Studying towards the Level 4 Diploma in Financial Planning, or keen to start
• A sound understanding of pensions and investments
• Analytical, accurate and well organised
• Keen to build a long-term career in financial planning

What's on offer

• Salary up to £40,000 depending on experience
• Full study support towards your Level 4 Diploma
• Hands-on training and mentoring from a Senior Paraplanner
• A clear progression path to Paraplanner and beyond
• A collaborative, supportive team within a respected wealth management firm