At a Glance
- Tasks: Support advisers with financial planning, report writing, and case preparation.
- Company: Join a friendly, independent financial planning firm in Ilkley.
- Benefits: Up to £42,000 salary, 25 days leave, hybrid working, and professional development support.
- Other info: Collaborative small-team environment with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve financial confidence and security.
- Qualifications: 3+ years of paraplanning experience and strong technical knowledge required.
The predicted salary is between 42000 - 42000 € per year.
Location: Ilkley, West Yorkshire
Basic Salary: Up to £42,000
Hours: Mon - Fri - 9am - 5pm
Please Note: We ask that only candidates who meet the essential skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered.
About our client and the role:
Swarm Recruitment is delighted to be supporting an Independent Financial Planning firm in their search for an experienced Paraplanner. Providing tailored advice to individuals across all areas of personal finance, the business specialises in investment strategy, retirement planning, tax‑efficient solutions, and estate planning, delivering holistic advice designed around each client’s unique circumstances and long–term goals. With a strong emphasis on building long‑term relationships, the firm offers a highly personalised service, combining detailed financial planning with ongoing support, including regular reviews and direct access to advisers. The approach focuses on clarity, simplicity, and helping clients achieve financial confidence and long‑term security.
This is a lovely opportunity for an experienced Paraplanner and involves supporting Advisers with technical research, report writing, and case preparation across a broad range of financial planning areas (excluding mortgages), working on a whole‑of‑market basis. You will play a key role in ensuring advice is well‑researched, compliant, and clearly documented. This position is suited to someone who enjoys technical financial planning and thrives in a collaborative, small‑team environment.
Salary & Benefits:
- Up to £42,000 dependent upon experience
- The opportunity to work closely with advisers and clients
- Friendly and collaborative small‑team environment
- Support for professional qualifications
- 25 days annual leave plus bank holidays
- 5x death in service cover
- Pension: 6% employer contribution (increasing to up to 7% next year)
- Bonus: up to 5% of salary, paid biannually
Working Hours & location:
- Monday - Friday 9am - 5pm
- Hybrid working considered after probationary period
Essential Experience:
- A Minimum of 3 years' Paraplanning experience
- Strong technical knowledge of pensions, investments and financial planning
- Suitability report writing
- Strong working knowledge of FCA regulatory requirements
- Excellent written and verbal communication skills
- Ability to prioritise workload, manage multiple cases and work to deadlines
- Proactive and collaborative team member
Desirable Experience:
- Diploma Level 4 in Financial Planning or working towards – desirable but not essential. Paraplanning experience is of greater importance
- Knowledge of tax and estate planning strategies
- Experience supporting whole of market advice
Role Responsibilities:
- Prepare suitability reports and recommendation letters in line with FCA requirements
- Conduct whole‑of‑market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb
- Analyse client fact finds and develop appropriate financial planning strategies
- Support advisers with complex case preparation and technical queries
- Review existing client portfolios and produce analysis reports
- Prepare cashflow models and financial planning projections (e.g. Timeline)
- Assist with investment portfolio construction where required
- Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell)
- Maintain accurate client records using Intelliflo and ensure timely updates
- Ensure all advice documentation is FCA‑compliant and technically accurate
- Support file checking and ongoing compliance processes
- Monitor regulatory and product changes affecting client advice
- Work closely with advisers to develop and implement suitable recommendations
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.
Paraplanner in Ilkley employer: SWARM RECRUITMENT LTD
Join a leading Independent Financial Planning firm in Ilkley, West Yorkshire, where you will thrive in a friendly and collaborative small-team environment. With a strong focus on employee growth, the company offers support for professional qualifications, generous annual leave, and a competitive salary package, including a pension contribution and biannual bonuses. This is an excellent opportunity for an experienced Paraplanner to make a meaningful impact while enjoying a work-life balance with hybrid working options after the probationary period.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Ilkley
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in pensions and investments. Be ready to discuss how you've tackled complex cases in the past.
✨Tip Number 3
Prepare for interviews by brushing up on FCA regulations and suitability report writing. We want you to be confident and ready to impress! Practice common interview questions and think about how your experience aligns with the job description.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to reach out directly. Let’s get you that Paraplanner position!
We think you need these skills to ace Paraplanner in Ilkley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, report writing, and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills:Since excellent written and verbal communication is key for this role, include examples of how you've effectively communicated complex financial concepts in the past. This will help us see your fit for our collaborative environment.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to read. We appreciate straightforwardness, especially when it comes to technical details!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at SWARM RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and financial planning. Be ready to discuss specific strategies and tools like Adviser Asset or FE Analytics, as this will show that you're not just familiar with the basics but can also dive deep into the details.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare a few examples of suitability reports or recommendation letters you've written in the past. This will demonstrate your ability to communicate complex information clearly and effectively, which is crucial for this position.
✨Be a Team Player
Highlight your collaborative skills during the interview. Share examples of how you've worked with advisers or other team members to tackle complex cases. This will show that you thrive in a small-team environment and can contribute positively to their culture.
✨Stay Updated on Regulations
Familiarise yourself with the latest FCA regulatory requirements and any recent changes in the financial planning landscape. Being able to discuss these topics will not only impress your interviewers but also demonstrate your commitment to compliance and best practices in the industry.
