Paraplanner - Bromley

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

Benefits offered by this job

Flexible working arrangements

Professional development

Recognition programmes

Team-oriented environment

Job summary

Office Angels in Bromley is seeking an experienced Paraplanner to join a well-respected financial services team.

You will prepare detailed financial plans, collaborate with financial advisors, and research investment products while maintaining client files.

The role offers a supportive culture with opportunities for development and flexible working arrangements.

Qualifications

• 1-3 years of paraplanner experience in financial services
• Level 4 Diploma or working towards Diploma
• Proficient with financial planning software and tools

Responsibilities

• Prepare detailed financial plans and client reports with accuracy and compliance
• Collaborate with financial advisors to tailor solutions for clients
• Research investment products and market trends to provide recommendations
• Maintain and update client files ensuring all documentation is complete
• Assist in ongoing management of client relationships and satisfaction

Skills

Paraplanner experience

Analytical skills

Communication skills

Education

Level 4 Diploma

Diploma in progress

Tools

Financial planning software

Job description

Paraplanner

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.