Paraplanner - Pension and Investment Advice

Office Angels; London Borough of Bromley; On-site; GBP 36,000 - 46,000; Full time

Benefits offered by this job

Flexible working arrangements

Career progression

Professional development

Job summary

Office Angels in Bromley, Greater London, is seeking an experienced Paraplanner to join a well-respected financial services team. The role focuses on pension and investment advice, estate and IHT planning, and close collaboration with financial advisors to deliver tailored client solutions.

The ideal candidate has 1–3 years as a Paraplanner and a Level 4 Diploma or is working towards it, with proficiency in financial planning software.

Qualifications

• 1–3 years' Paraplanner experience in pension and investment advice, including estate and IHT planning.
• Level 4 Diploma or working towards Diploma.
• Proficient with 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

Skills

Paraplanner experience

Financial analysis

Regulatory knowledge

Education

Level 4 Diploma

Diploma in progress

Tools

Financial planning software

Job description

Paraplanner

Location: Bromley, Greater London

Contract Type: Permanent

Salary: £40,000 depending on Experience

Are you an experienced Paraplanner? Our client, a well-respected financial services organisation, is seeking a talented individual to join their dedicated team in Bromley!

The organisation prides itself on creating a positive workplace culture, where your skills and contributions are valued and recognised.

Required Experience:

• 1-3 years' experience as a Paraplanner primarily in pension and investment advice, but including estate and IHT planning
• Level 4 Diploma / working towards Diploma
• Proficient in using financial planning software and tools

Key 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

Ideal Candidate Profile:

• someone who can pick up work within a very short timeframe with little requirement for technical training beyond systems and procedures
• Strong understanding of financial planning principles, investment products, and regulatory requirements
• Excellent analytical and problem-solving skills, with keen attention to detail
• Ability to communicate complex financial concepts in a clear and concise manner
• A team player with a proactive approach to work and a positive attitude

Why Join This Organisation?

• Opportunities for professional development and career progression
• A vibrant work environment that promotes teamwork and collaboration
• Flexible working arrangements, supporting a healthy work-life balance
• Recognition programmes to celebrate employee achievements

If you're ready to take the next step in your career and make a meaningful impact in the financial planning industry, this could be the perfect opportunity for you! Our client values commitment, expertise, and enthusiasm, and is eager to welcome a new Paraplanner who shares these values.

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.