Paraplanner Bromley

Paraplanner

Location: Bromley, Kent

Salary: £40,000 - £45,000 DOE

Working Pattern: Primarily office-based

Benefits: Paid parking, supportive team culture, social company events, study support, career progression

The Opportunity

A well-established and highly personable Financial Planning firm in Bromley is looking to recruit a motivated Paraplanner with around 18 months' experience who is actively working towards their Diploma in Regulated Financial Planning.

This is an excellent opportunity to join a friendly, social, and collaborative team where you will work closely with experienced Financial Advisers, gaining exposure to a broad range of financial planning cases while continuing your professional development.

The firm prides itself on its supportive culture, team-focused environment, and commitment to helping employees progress their careers.

The Role

As a Paraplanner, you will play a key role in supporting Advisers throughout the client journey. You will be responsible for conducting detailed research, analysing client information, preparing suitability reports, and helping ensure clients receive high-quality, compliant financial advice.

You will work across a variety of areas including pensions, investments, protection, and retirement planning, providing valuable technical support that enables Advisers to focus on delivering exceptional client relationships.

Key Responsibilities

• Prepare accurate and compliant suitability reports and recommendation letters
• Conduct technical research across pensions, investments, protection, and retirement planning solutions
• Analyse client fact-finds and financial circumstances
• Support Financial Advisers throughout the advice process
• Complete product and provider comparisons
• Assist with existing business reviews and annual review processes
• Ensure all client work is fully compliant and supported by appropriate documentation
• Liaise with Advisers and administration teams to ensure smooth case progression
• Investigate client queries and provide accurate responses
• Maintain excellent standards of file quality and regulatory compliance

About You

• Minimum 18 months' experience within a Paraplanning role
• Working towards the Diploma in Regulated Financial Planning
• Strong understanding of pensions, investments and wider financial planning concepts
• Excellent report writing skills
• Strong analytical and research abilities
• High attention to detail and commitment to producing quality work
• Team player with excellent communication skills
• Ambitious and keen to continue developing within financial planning

What's on Offer?

• £40,000 - £45,000 depending on experience
• Paid parking
• Support towards Diploma completion and further qualifications
• Friendly and social team environment
• Exposure to quality financial planning cases
• Long-term career progression opportunities
• Join a growing and highly respected financial planning business