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Permanent

Paraplanner - Near Bromley - Up to and;45,000 DOE + Career Progression

Bromley
money-bag 45000.00-45000.00 Annual
3186934061
Posted Yesterday

Paraplanner - Near Bromley - Up to £45,000 DOE + Career Progression 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. The 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 About you 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 What''s on offer Salary up to £45,000 depending on experience and qualifications Full study support for Level 4 and beyond, including Chartered ..... full job details .....

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