Job Title: Paraplanner
Salary: £40,000 - £60,000
Location: Central London
About our clients and the role:
Swarm Recruitment are delighted to be partnering with a well-established London-based financial planning practice in their search for an experienced Paraplanner. Renowned for delivering tailored financial advice to private clients, the firm builds long-term relationships and takes a personalised approach to helping clients create, grow, protect and enjoy their wealth while achieving their financial goals at every stage of life.
The successful candidate will be joining a close-knit team in a collaborative and supportive environment where everyone has a voice and plays an important role in the firm's success. Personality and team fit are valued just as highly as technical ability, creating a culture where colleagues work hard, share knowledge and genuinely enjoy working together. With exceptional staff retention and a clear succession plan in place, the business offers long-term stability and continued investment in the growth of its paraplanning team.
Unlike many financial planning firms, success isn't driven by sales targets or volume. Growing almost exclusively through client referrals, the business is able to focus on delivering the best possible outcomes for its clients. Paraplanners are trusted as valued professionals, encouraged to challenge advisers where appropriate and play a key role in delivering high-quality financial planning.
Salary & Benefits:
- Basic Salary: £40,000 - £60,000 depending on experience
- 25 days annual leave (plus bank holidays)
- Enhanced parental leave policy
- Exam support for professional qualifications (e.g., DipPFS, Chartered status)
- Private Health Insurance
- Employer pension contributions
Working Hours:
- Monday – Friday
- 9am - 5.30pm
- Office based with hybrid working after probation (2 days at home)
Desired Experience:
- Minimum 2 years' experience in a Paraplanning role within an IFA or Financial Planning firm
- Diploma in Regulated Financial Planning (DipPFS) is desirable but not essential.
- Strong technical knowledge across pensions, investments, taxation, trusts, retirement planning and protection.
- Experience preparing suitability reports and conducting financial planning research
- Experience supporting Financial Advisers and managing cases from research through to recommendation
- Strong report-writing, analytical, and communication skills
- Ability to work independently whilst maintaining excellent attention to detail
- Comfortable Using Microsoft Office; experience in tools such as Voyant and FE Analytics is a plus
Responsibilities & Duties:
- Support Financial Planners in delivering personalised, high-quality financial advice to clients.
- Carry out technical research and analysis across pensions, investments, protection and estate planning.
- Prepare clear, accurate and compliant suitability reports tailored to clients' individual objectives.
- Assist with cashflow modelling and financial planning scenarios to support client recommendations.
- Liaise with clients, providers and internal colleagues to obtain information and ensure an efficient advice process.
- Keep up to date with FCA regulations, industry developments and compliance requirements, ensuring all work meets regulatory standards.
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.
Pay: £40,000.00-£60,000.00 per year
Benefits:
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Private medical insurance
- Sick pay
Experience:
- Paraplanning within an IFA or Financial Planning firm: 2 years (required)
Work Location: Hybrid remote in London EC1A
