Paraplanner ,DOE

Are you an experienced Paraplanner looking for a firm that will invest in your progression? Our client, a well-established and growing wealth management firm in near Bromley, is looking for a Paraplanner to join its friendly and supportive team.

This is an opportunity to take real ownership of your casework. You'll work closely with experienced Financial Advisers and a Senior Paraplanner, with a structured path towards a Senior Paraplanner role.

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

• Proven paraplanning experience
• Level 4 Diploma in Financial Planning qualified, or close to completion
• Strong technical knowledge of pensions, investments and protection
• Able to write clear, well-reasoned technical commentary
• Confident managing several cases at once
• Ambitious to progress to Senior Paraplanner level

• Salary up to £45,000 depending on experience and qualifications
• Full study support for Level 4 and beyond, including Chartered
• Structured progression towards Senior Paraplanner
• A collaborative, supportive team within a respected wealth management firm