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Are you a driven Paraplanner ready to take the next step in your career? We're thrilled to offer an amazing opportunity with a well-established, independent financial advisory firm in Bromley. If you're passionate about client-centred financial planning and looking for a company that invests in your growth, this is the role for you.
Why You Should Apply:
- Up to £53k Salary: Competitive base salary with the potential for annual salary increases, plus a discretionary annual bonus of up to 20% based on both individual and firm performance.
- Hybrid Working: Enjoy a flexible hybrid work environment that allows you to balance professional and personal life.
- Career Development: This role offers multiple career progression paths, from advancing to Financial Adviser or growing into a long-term Career Paraplanner, with opportunities to lead a paraplanning team.
- Full Support for Qualifications: You’ll be supported in pursuing the CII Level 4 Diploma in Regulated Financial Planning (DipPFS) with salary increases for each exam you pass. The firm also offers paid qualifications to help you progress.
- Generous Benefits Package: Pension scheme (5% employee, 3% employer), full qualification support, and annual CPI-based salary increases.
About the Role: In this role, you'll work closely with a dynamic team, including the Managing Director and advisers, to deliver high-quality, tailored financial advice to clients. Your key responsibilities will include drafting advice reports, researching investment products, managing portfolios, preparing investment reports, and assisting with client onboarding and annual reviews. You'll be integral to supporting the team and contributing to clients' financial futures.
This is a fantastic opportunity to build on your experience in a supportive, forward-thinking environment that values your professional growth and work-life balance.
What We’re Looking For: If you’re a motivated, detail-oriented Paraplanner with a passion for client-focused financial planning, we’d love to hear from you. Whether you want to transition to an Advisor role or become a Career Paraplanner, this role offers excellent long-term potential.
Interested?For more information or to apply, reach out to Laura McKendry at Financial Divisions.
Take the next step in your career with a firm that truly invests in your future!
