Paraplanner: Financial Planning Administrator

Officeangels; City Of London; On-site; GBP 40,000 - 48,000; Full time

Benefits offered by this job

Professional development

Flexible working arrangements

Recognition programmes

Job summary

OfficeAngels is assisting a well-regarded financial services organisation in Bromley to recruit a Financial Planning Administrator. The role focuses on preparing detailed client financial plans, supporting advisors and maintaining records, with a view to delivering tailored, compliant solutions.

Ideal candidates will have 1-3 years' paraplanning experience, Level 4 Diploma progress and proficiency with financial planning software.

Qualifications

• 1-3 years' experience as a Paraplanner or in a similar financial services role.
• Level 4 Diploma or working towards Diploma.
• Proficient in using financial planning software and tools.

Responsibilities

• Prepare detailed financial plans and reports for clients.
• Collaborate with financial advisors to tailor solutions.
• Research investment products and market trends.
• Maintain client files and documentation.
• Assist in client relationship management.

Skills

Paraplanner

Financial planning

Regulatory knowledge

Analytical thinking

Client communication

Education

Level 4 Diploma

Tools

Financial planning software

Job description

OfficeAngels is assisting a well-regarded financial services organisation in Bromley to recruit a Financial Planning Administrator. The role focuses on preparing detailed client financial plans, supporting advisors and maintaining records, with a view to delivering tailored, compliant solutions.

Ideal candidates will have 1-3 years' paraplanning experience, Level 4 Diploma progress and proficiency with financial planning software.