Full job descriptionJob Title: Paraplanner
Location: Tonbridge, Kent
Basic Salary: Up to £45,000
Hours: Mon - Fri, 9am - 5pm
Please Note: We ask that only candidates who meet the skills and experience outlined in this advert apply. Applications that do not meet these criteria will not be considered.
About our client and the role:
Swarm Recruitment are delighted to be supporting a long-established, independent financial planning firm in their search for an experienced Paraplanner. They provide tailored advice to individuals, families, and businesses across areas such as wealth management, retirement planning, and corporate financial strategy. The business takes a relationship-led, holistic approach, focusing on understanding clients’ personal goals and creating bespoke financial plans to support long-term financial security and lifestyle ambitions, rather than simply recommending products.
With a friendly and down-to-earth ethos, it offers ongoing guidance and support throughout each client’s financial journey, adapting plans as circumstances evolve.
They place strong value on collaboration and a client-centric approach, seeking individuals who can contribute fresh ideas, challenge the status quo, and bring a forward-thinking mindset to help drive the business and its clients’ outcomes.
This is an excellent opportunity for an experienced Paraplanner to join a supportive and professional environment, where you’ll benefit from ongoing mentoring and guidance to further develop your skills and advance your career.
Salary & Benefits:
*£40,000 - £45,000 dependant upon experience
*Office based working with the potential for some home working after probation
*20 days annual leave + BH’s
*Support for undertaking professional exams - financial and study support days
*Pension Contribution - after 2 years of service enhanced benefits including PMI and critical illness cover
Working Hours:
*Mon - Fri, 9am - 5pm (1hr for lunch)
*Office closure over Christmas
The ideal candidate:
*Minimum of 2 years Paraplanning experience
*Level 4 Diploma in Financial Planning - either fully qualified or some exams completed and with the ambition to becoming a Chartered Paraplanner
*Technical expertise and a strong understanding of pensions, investments, estate planning and protection
*Experience working with complex cases for clients approaching retirement
*Ability to conduct research and analysis and write detailed suitability reports
*Cash flow modelling software experience and technical analysis support tools
*Familiarity with Transact, Aberdeen Quilter and other investment platforms
*A strong understanding of FCA regulatory requirements and compliance standards
*Looking to remain as a Paraplanner and grow into a Senior Paraplanning position
Skills and experience:
*Highly organised with a methodical and proactive approach
*Excellent attention to detail
*Team-working ability with a confident manner to liaise with advisors and ensure the best outcome for the client
*Able to manage multiple cases at different stages and prioritise accordingly
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.