Paraplanner, Bromley, Kent, Up to £40,000 Basic Salary Depending on Experience and Qualifi

Study Support Career Progression Growing Wealth Management FirmAn excellent opportunity has arisen for an ambitious Paraplanner to join a well-established and growing wealth management firm based in Bromley.This highly regarded financial planning practice has built a strong reputation for delivering quality advice and outstanding client service. Due to continued growth, they are seeking a Paraplanner who is looking to develop their technical expertise, progress their qualifications and build a long-term career within financial planning.Working alongside experienced Financial Advisers and a Senior Paraplanner, you will receive ongoing support and mentoring while continuing your professional development towards Diploma status and beyond.The OpportunityThis role offers broad exposure to the financial planning process and provides an excellent platform for someone looking to advance their paraplanning career within a supportive and professional environment.Your responsibilities will include:• Preparing suitability reports and recommendation letters to agreed deadlines • Conducting technical and comparative research across pensions, investments and protection solutions • Supporting Advisers with ensuring advice remains compliant and suitable for client objectives • Reviewing client fact-finds and analysing clients'' overall financial positions • Assisting with annual reviews and ongoing servicing requirements • Liaising with administration teams regarding the implementation of ..... full job details .....