Paraplanner

Swarm Recruitment Ltd; East Midlands; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Annual bonus

20 days leave + Bank Holidays

Death in service: 3x salary

Salary reviews twice a year

Study support for exams

Free parking nearby

Subsidised parking on-site

Job summary

Swarm Recruitment Ltd, on behalf of a growing wealth management practice, is recruiting a Paraplanner following internal progression. You will support Advisers with research, suitability reports, client documentation and case administration, ensuring accuracy, compliance and high standards.

The firm welcomes applicants from experienced Paraplanners and strong trainees. Level 4 Diploma qualified or working towards it is preferred.

Qualifications

• Previous paraplanning experience is essential.
• SJP Partner Practice experience desirable.
• Level 4 Diploma in Paraplanning or working towards it.
• Strong understanding of financial products and advice process.
• Experience with research, suitability reports, and case administration.
• Excellent attention to detail and organisation.

Responsibilities

• Prepare accurate, personalised suitability reports.
• Undertake research and analysis to support recommendations.
• Ensure client documentation is accurate and compliant.
• Investigate and respond to client queries accurately.
• Provide administrative support, including submissions.
• Manage workloads to meet deadlines.
• Collaborate with team for a high-quality client experience.

Skills

Paraplanning experience

Analytical skills

Technical writing

Communication skills

Organisational skills

Education

Level 4 Diploma

Tools

FE Analytics

Voyant

Salesforce

Aptus

Job description

This established and growing wealth management practice provides bespoke financial planning and wealth management advice to individuals, families, business owners and professionals, with a strong focus on long-term relationships and a highly personal approach. As a Senior Partner Practice of St. James’s Place, the firm benefits from the resources and wider expertise of a leading UK wealth management organisation, while maintaining its own close-knit culture.

Working within a friendly and supportive environment where colleagues support one another, my client is looking to appoint a Paraplanner, following internal progression. The firm welcomes applications from both experienced professionals and strong Trainee Paraplanners with some relevant experience. You will support the Advisers with research, suitability reports, client documentation and case administration, ensuring work is accurate, compliant and delivered to a high standard.

Salary & Benefits:

• Annual discretionary bonus
• 20 days annual leave + Bank Holidays
• Death in service: 3x salary.
• Pay reviewed twice a year
• Study support for professional exams
• Free parking within a short walking distance, or heavily subsidised parking on-site

Working Hours:

• Mon - Fri, 9am - 5pm with 1hr for lunch
• Hybrid Working - 1 day from home after initial probation period has concluded (approx 4 months)

Skills and experience

• Previous Paraplanning experience – essential.
• Experience within an SJP Partner Practice – desirable.
• Level 4 Diploma qualified or currently working towards the qualification.
• Good understanding of financial products, services and the financial advice process.
• Knowledge of FE Analytics, Voyant and Salesforce/Aptus – advantageous.
• Strong analytical, communication and technical writing skills.
• Excellent organisational skills and attention to detail
• Good understanding of Paraplanning administration, including business submissions, presentation packs, reports and supporting documentation.
• Ability to work both independently and collaboratively as part of a close-knit team.

Responsibilities:

• Prepare accurate, personalised suitability reports and client correspondence.
• Undertake research and analysis to support recommendations across retirement, investment, protection, IHT/trust and business planning.
• Ensure all client documentation is accurate, compliant and fully supported.
• Investigate and respond to client queries accurately and efficiently.
• Provide administrative support, including Letters of Authority and business submissions.
• Manage workloads effectively to meet deadlines and service standards.
• Work collaboratively with the wider team to deliver a high-quality client experience.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.