Financial Planning Administrator

Financial Planning Administrator Location: Bromley, Greater LondonContract 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 or in a similar role within the financial services sector 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: 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 ..... full job details .....