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Job Post Details

Paraplanner - job post

Swarm Recruitment
Huntingdon PE28 0JF•Hybrid work
£35,000 - £47,000 a year - Permanent, Full-time
Responded to 51-74% of applications in the past 30 days, typically within 4 days.

Job details

Pay

  • £35,000 - £47,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • Flexitime
  • Monday to Friday

Location

Huntingdon PE28 0JF•Hybrid work

Benefits
Pulled from the full job description

  • Company pension
  • Employee discount
  • Flexible schedule
  • Flexitime
  • Free parking
  • On-site parking
  • Work from home

Full job description

Job Description:

Job Title: Paraplanner

Salary: up to £47,000 Basic + Benefits

Location: Kimbolton

About our clients and the role:

Swarm Recruitment is partnering with a well-respected Chartered financial planning firm dedicated to providing tailored wealth management services to their clients. They pride themselves on commitment to excellence, their client-focused approach, and ability to deliver personalised financial strategies that help clients achieve their long-term goals.

They are seeking an experienced Paraplanner to join their dynamic team. In this role you will have a fantastic opportunity to advance your career, enhance your expertise and contribute to the growth of a brilliant firm. Our clients are looking for an individual who is at least Level 4 qualified or very close to being.

Salary & Benefits:

  • Basic Salary £35,000 - £47,000 (Depending on Experience and Qualifications)
  • Flexible working Hours
  • Hybrid Working
  • Generous Employee Benefits plan
  • Progressive Holiday Scheme, with Birthday and Christmas off
  • Progression opportunities
  • Death in Service
  • Cash Back Health Cash Plan

Working Hours:

  • Working hours are Monday – Thursday 9am-5pm. 4pm finish on a Friday.
  • Flexible Hours
  • Hybrid working

Desired Experience:

  • Experience as a Paraplanner, ideally within a wealth management or financial planning setting.
  • Strong technical knowledge of financial products, pensions, investments, and tax planning.
  • Excellent analytical skills with the ability to interpret complex data and present it clearly.
  • Proficiency with financial planning software and Microsoft Office Suite.
  • A Level 4 Diploma in Financial Planning, or higher.
  • High attention to detail, strong communication skills, and a client-focused approach.

Responsibilities & Duties:

  • Provide comprehensive paraplanning support to the financial advisers, including data analysis, report writing and generating suitability letters tailored to client goals.
  • Conduct whole-of-market research to identify suitable financial products, maintaining thorough records of all recommendations and supporting documentation.
  • Interpret and process information from adviser meetings, liaising with providers to obtain outstanding details and ensure cases progress smoothly.
  • Ensure all work is compliant with FCA regulations and internal policies, while staying up-to-date with legislative and technical developments.
  • Maintain accurate training, competence, and CPD records, manage provider platform access and actively support the delivery of their ongoing service.
  • Participate in regular team meetings, maintain strong relationships with Broker Consultants and help train and mentor other team members as needed.

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.

Job Types: Full-time, Permanent

Pay: £35,000.00-£47,000.00 per year

Benefits:

  • Company pension
  • Employee discount
  • Flexitime
  • Free parking
  • On-site parking
  • Work from home

Schedule:

  • Monday to Friday

Work Location: In person

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