Paraplanner

Paraplanner

Salary: £38,000 – £52,000 depending on experience

Location: Taunton

Working Pattern: Hybrid – 3 days in the office, 2 days from home

Level: Trainee Paraplanner through to Senior Paraplanner

About the opportunity

Swarm Recruitment is delighted to be partnering with a highly established and respected financial planning business with a strong presence across the Southwest to recruit a Paraplanner for its Taunton office.

This is a fantastic opportunity for someone looking to develop their career within financial planning, with the role offering flexibility on level. Whether you're a Trainee Paraplanner looking to take the next step, an experienced Paraplanner or a Senior Paraplanner, the business can offer a role that develops alongside your experience and ambitions.

You will work closely with Financial Planners, Client Executives and fellow Paraplanners, supporting a broad range of predominantly high-net-worth clients. You'll play an important role in turning clients' objectives into clear and practical financial plans through technical research, cashflow modelling and high-quality suitability report writing.

The business has a strong focus on learning and development, with support towards professional qualifications and genuine long-term progression opportunities. Equally, if your ambition is to build a long-term career as a technical Paraplanner, there is the opportunity to do exactly that.

Salary & Benefits

• £38,000 – £52,000 depending on experience
• 25 days' annual leave plus bank holidays
• Option to purchase up to 5 additional days' holiday
• Pension
• Life Assurance
• Income Protection
• Health Cash Plan
• Virtual GP and second opinion service
• Discretionary bonus
• Car parking season ticket
• Cycle to Work scheme
• Discounted gym and leisure memberships
• Employee Assistance and counselling support
• One paid volunteering day each year
• Family-friendly benefits
• Electric vehicle lease scheme, subject to eligibility
• Support with professional qualifications and ongoing development
• Wide range of additional employee benefits

The Role

Working closely with Financial Planners and Client Executives, you will provide technical and paraplanning support throughout the client journey.

Responsibilities & Duties

• Preparing clear, accurate and compliant suitability reports
• Conducting technical research across pensions, investments, protection and wider financial planning
• Supporting Financial Planners with recommendations for high-net-worth clients
• Using cashflow modelling and scenario planning to support client recommendations
• Reviewing fact-finds, risk profiles and supporting documentation
• Identifying missing information and liaising with clients, providers and colleagues
• Preparing application forms and supporting documentation for new business and policy amendments
• Maintaining accurate client records and information within CRM systems
• Contributing ideas and improvements to enhance the client experience and internal processes

About You

The business is open to candidates at different stages of their paraplanning career.

You may be a Trainee or Junior Paraplanner looking for an opportunity to develop your technical skills, an experienced Paraplanner looking for your next challenge, or a Senior Paraplanner who wants to join an established and growing financial planning team.

Ideally, you will have:

• Experience in a paraplanning, technical administration or financial planning support role
• Level 4 Diploma in Financial Planning, or be close to completing it
• Good technical knowledge across pensions, investments and protection
• Strong report-writing and analytical skills
• An understanding of FCA requirements and the importance of good client outcomes
• Experience using financial planning, cashflow modelling and CRM systems
• Strong Microsoft Office skills, particularly Excel and Word
• A high level of attention to detail and commitment to quality
• Excellent organisation and time management skills
• A confident and tech-savvy approach to working with systems and technology
• A collaborative approach and willingness to learn
• Ambition to continue developing your technical knowledge and career within financial planning

Working Hours

• Monday – Friday, full-time. Flexible working hours around core hours of 10am – 3pm
• Hybrid working – 3 days in the Taunton office and 2 days from home
• Flexible approach to hybrid working within the needs of the team

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.