At a Glance
- Tasks: Support clients with tailored financial advice and create bespoke financial plans.
- Company: Established independent financial planning firm with a friendly, collaborative culture.
- Benefits: Competitive salary, professional development support, and flexible working options.
- Other info: Opportunity for career growth into a Senior Paraplanning position.
- Why this job: Join a supportive team and make a real impact on clients' financial journeys.
- Qualifications: Minimum 2 years Paraplanning experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
Location: Tonbridge, Kent
Basic Salary: Up to £45,000
Hours: Mon - Fri, 9am - 5pm
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:
- £35,000 - £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.
Paraplanner in Kent employer: SWARM RECRUITMENT LTD
Join a long-established, independent financial planning firm in Tonbridge, Kent, where you will thrive in a supportive and collaborative environment. With a focus on professional development, the company offers ongoing mentoring, study support for professional exams, and a friendly work culture that values fresh ideas and client-centric approaches. Enjoy a competitive salary, generous annual leave, and enhanced benefits after two years, making this an excellent opportunity for career growth as a Paraplanner.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of FCA regulations. We recommend practising common interview questions with a friend or mentor to boost your confidence and ensure you can showcase your expertise.
✨Tip Number 3
Don’t forget to tailor your approach! When you find a job that excites you, make sure to highlight your relevant experience and skills in conversations with recruiters. Show them how you can contribute to their client-centric approach and bring fresh ideas to the table.
✨Tip Number 4
Apply through our website for a smoother process! It’s super easy, and we’ll keep you updated on your application status. Plus, it shows you’re serious about joining a supportive and professional environment like ours.
We think you need these skills to ace Paraplanner in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Paraplanning experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how you fit into our friendly and professional environment!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your experience aligns with our client-centric approach. Show us your personality and let us know how you can contribute fresh ideas to the team.
Be Specific About Your Experience:When detailing your experience, be specific about the complex cases you've handled and the tools you've used, like cash flow modelling software. This helps us understand your technical expertise and how you can support our clients' financial journeys.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you who are eager to join our team!
How to prepare for a job interview at SWARM RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and estate planning. Be ready to discuss complex cases you've handled and how you approached them. This will show that you’re not just familiar with the basics but can also navigate the intricacies of financial planning.
✨Showcase Your Client-Centric Approach
Since the company values a relationship-led approach, prepare examples of how you've built strong relationships with clients in the past. Talk about how you’ve tailored financial plans to meet their unique goals and how you adapt strategies as circumstances change.
✨Demonstrate Team Spirit
Collaboration is key in this role, so be ready to share experiences where you worked effectively within a team. Highlight your ability to liaise confidently with advisors and how you contributed to achieving the best outcomes for clients.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to financial planning and how they support their Paraplanners' growth. This shows your genuine interest in the role and helps you assess if the company aligns with your career aspirations.
