Paraplanner - Bromley

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

Job summary

Office Angels is seeking an experienced Paraplanner in Bromley (Greater London) for a permanent role with a salary around £40,000 depending on experience. You will prepare detailed financial plans, work with advisers, and research investments to support client needs.

Ideal candidates have 1-3 years of paraplanning experience, a Level 4 Diploma (or working towards), and proficiency with financial planning software. A positive workplace culture and opportunities for development are highlighted.

Qualifications

• 1-3 years' Paraplanner experience or similar role in financial services
• Proficient with financial planning software/tools
• Strong understanding of financial planning principles

Responsibilities

• Prepare detailed financial plans and reports for clients, ensuring accuracy and compliance with regulations
• Collaborate with financial advisors to develop tailored solutions
• Research investment products and market trends to provide recommendations
• Maintain and update client files and documentation
• Support ongoing client relationship management

Education

Level 4 Diploma / working towards Diploma

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.

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.

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 UK is an Equal Opportunities Employer.