Paraplanner - Hybrid Role with Study Support & Growth

Adsumus Financial Services; Bromley; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Study support

Social days

Pension contributions

Birthday leave & team lunch

Job summary

Adsumus Financial Services, based in Bromley, is seeking a paraplanner to join a small team in a hybrid role. The position involves writing investment and pension content, supporting advisers, and building client plans with strong attention to detail.

The role offers 9-5 hours, Monday to Friday, with a negotiable salary around £40,000 based on experience and a supportive benefits package including study support and pension contributions.

Qualifications

• Strong financial planning and finance skills to support client plans.
• Analytical skills to interpret client data, assess needs, and evaluate solutions.
• Knowledge of investments to research, compare, and support recommendations on investment products.
• Clear and accurate report writing to produce client reports, suitability letters, and documentation.
• Relevant professional qualifications in financial planning are beneficial.
• Strong attention to detail, organizational skills, and ability to manage multiple tasks and deadlines.
• Effective communication and ability to work collaboratively with advisers and colleagues.
• Experience in a financial planning or wealth management regulated environment is advantageous.

Skills

Financial Planning

Analytical Skills

Investments knowledge

Report Writing

Education

Diploma in Financial Planning (working toward)

Job description

Adsumus Financial Services, based in Bromley, is seeking a paraplanner to join a small team in a hybrid role. The position involves writing investment and pension content, supporting advisers, and building client plans with strong attention to detail.

The role offers 9-5 hours, Monday to Friday, with a negotiable salary around £40,000 based on experience and a supportive benefits package including study support and pension contributions.