Paraplanner

Financial Divisions; Bromley; On-site; GBP 41,000 - 50,000; Full time

Job summary

Financial Divisions is currently seeking a Paraplanner for an office-based role near Bromley. The position offers salary up to £45,000 depending on experience and qualifications, with study support toward the Level 4 Diploma and clear progression toward a Senior Paraplanner.

You will work alongside experienced Advisers and a Senior Paraplanner, developing technical knowledge across investments, pensions and protection while delivering timely, compliant reports.

Qualifications

• A minimum of 12 months' experience in paraplanning.
• Working towards the Level 4 Diploma in Financial Planning (or already qualified).
• A good understanding of financial products and services, including pensions and investments.
• Strong analytical skills with the ability to produce clear technical commentary.
• Well organised, with the ability to manage multiple cases at once.

Responsibilities

• Prepare accurate suitability reports and letters to target deadlines.
• Undertake comparative and technical research to support client recommendations.
• Support the Advisers in verifying the compliance and suitability of advice.
• Review clients' overall financial position from fact find information.
• Process ongoing client reviews in line with service standards.
• Liaise with the administration team on the implementation of new business.
• Investigate and respond accurately to client queries.

Skills

Paraplanning

Analytical skills

Organisation

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner – Nr Bromley (office-based) – Salary up to £45,000 depending on experience and qualifications

Are you a Paraplanner ready to take the next step in your financial planning career? Our client, a well-established and growing wealth management firm, is looking for a Paraplanner to join its friendly and supportive team.

This is a genuine career-development opportunity. You'll work closely with experienced Financial Advisers and a Senior Paraplanner, with full support as you complete your Level 4 Diploma and build your technical knowledge across investments, pensions and protection.

The role

• Prepare accurate suitability reports and letters to target deadlines
• Undertake comparative and technical research to support client recommendations
• Support the Advisers in verifying the compliance and suitability of advice
• Review clients' overall financial position from fact find information
• Process ongoing client reviews in line with service standards
• Liaise with the administration team on the implementation of new business
• Investigate and respond accurately to client queries

About you

• A minimum of 12 months' experience in paraplanning
• Working towards the Level 4 Diploma in Financial Planning (or already qualified)
• A good understanding of financial products and services, including pensions and investments
• Strong analytical skills with the ability to produce clear technical commentary
• Well organised, with the ability to manage multiple cases at once

What's on offer

• Salary up to £45K depending on experience
• Full study support towards your Level 4 Diploma and beyond
• Structured progression towards Senior Paraplanner
• A collaborative, supportive team environment within a respected wealth management firm.