Paraplanner - Bromley (office based) - Salary up to £40,000 DOE and qualifications

Paraplanner - Bromley (office based) - Salary up to £40,000 depending on experience and qualifications Are you a Paraplanner ready to take the next step in your financial planning career? Our client, a well-established and growing wealth management firm, is looking for a Paraplanner to join its friendly and supportive team.This is a genuine career-development opportunity. You''ll work closely with experienced Financial Advisers and a Senior Paraplanner, with full support as you complete your Level 4 Diploma and build your technical knowledge across investments, pensions and protection.The rolePrepare accurate suitability reports and letters to target deadlinesUndertake comparative and technical research to support client recommendationsSupport the Advisers in verifying the compliance and suitability of adviceReview clients'' overall financial position from fact find informationProcess ongoing client reviews in line with service standardsLiaise with the administration team on the implementation of new businessInvestigate and respond accurately to client queriesAbout youA minimum of 12 months'' experience in a paraplanning Working towards the Level 4 Diploma in Financial Planning (or already qualified)A good understanding of financial products and services, including pensions and investmentsStrong analytical skills with the ability to produce clear technical commentaryWell organised, with the ability to manage multiple cases at onceA genuine desire to develop a long-term ..... full job details .....