Paraplanner: Growth Path to Senior | Near Bromley

Financial Divisions; Bromley; On-site; GBP 27,000 - 45,000; Full time

Benefits offered by this job

Study support for Level 4

Structured progression

Collaborative team

Job summary

Financial Divisions near Bromley is seeking an experienced Paraplanner to join a growing wealth management team and own your casework. You will work closely with Financial Advisers and a Senior Paraplanner, with a structured path towards a Senior Paraplanner role, plus full study support.

The role offers a competitive salary up to £45,000 and a collaborative, supportive environment. This is an excellent opportunity to develop through hands-on experience, receive mentoring from senior staff, and

Qualifications

• Proven paraplanning experience.
• Level 4 Diploma in Financial Planning or near completion.
• Strong technical knowledge of pensions, investments and protection.
• Able to write clear, well-reasoned technical commentary.
• Confident managing several cases concurrently.
• Aim to progress to Senior Paraplanner.

Responsibilities

• Produce high-quality suitability reports and letters to deadlines.
• Carry out research across investments, pensions and protection.
• Check compliance and suitability of advice as technical support.
• Analyse clients' overall financial positions from fact-find information.
• Manage ongoing client reviews in line with service standards.
• Liaise with administration on implementing new business.
• Investigate and resolve client queries.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Protection knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Financial Divisions near Bromley is seeking an experienced Paraplanner to join a growing wealth management team and own your casework. You will work closely with Financial Advisers and a Senior Paraplanner, with a structured path towards a Senior Paraplanner role, plus full study support.

The role offers a competitive salary up to £45,000 and a collaborative, supportive environment. This is an excellent opportunity to develop through hands-on experience, receive mentoring from senior staff, and