Paraplanner - Pension and Investment Advice

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 toolsKey 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 satisfactionIdeal 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 attitudeWhy 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.

How to Apply:
Interested candidates are encouraged to submit their CV and a cover letter outlining their experience and suitability for the role to the Bromley Office Angels Inbox

Don't miss out on this incredible opportunity to advance your career in a rewarding and engaging environment. Apply today!

Please note that only shortlisted candidates will be contacted.

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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