Paraplanner: Growth in Financial Planning & Compliance

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

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.