Paraplanner - Financial Planning & Client Solutions (Flexible)

Office Angels

Bromley

On-site

GBP 36,000 - 44,000

Full time

5 days ago

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Benefits offered by this job

Flexible working arrangements

Professional development

Team-oriented culture

Job summary

Office Angels in Bromley, Greater London, is seeking a Financial Planning Administrator with 1-3 years' paraplanning experience in financial services. The permanent role offers a salary of £40,000 depending on experience and a supportive, team‑oriented culture.

You will prepare detailed financial plans and reports for clients, collaborate with financial advisors to tailor solutions, research investments and market trends, and maintain up‑to‑date client records to ensure compliance and excellent

Qualifications

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

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