At a Glance
- Tasks: Prepare financial reports, conduct research, and support client meetings.
- Company: Established financial planning firm with a family-business culture.
- Benefits: Competitive salary, bonus scheme, fully funded qualifications, and ongoing training.
- Other info: Dynamic environment with clear career progression opportunities.
- Why this job: Gain valuable experience and progress to a Financial Adviser role with full support.
- Qualifications: Minimum 2 years in paraplanning and relevant financial qualifications.
The predicted salary is between 30000 - 40000 £ per year.
Swarm Recruitment is delighted to be partnering with an established independent financial planning firm based in Folkestone that is committed to helping clients achieve their financial goals through personalised, long-term financial advice. The business prides itself on building lasting client relationships and providing tailored financial planning solutions across pensions, investments, retirement planning, protection, and estate planning. As part of a wider financial planning group, the company has retained its family-business culture, offering a supportive and collaborative working environment where employees have direct access to senior decision-makers and genuine opportunities for career development.
Due to continued growth and future expansion plans, they are looking to recruit an ambitious Paraplanner who is interested in developing into a Financial Adviser over time. Working closely with an experienced Adviser, you will gain valuable exposure to client meetings, financial planning recommendations, and relationship management while continuing to build your technical knowledge and paraplanning expertise. This is an excellent opportunity for someone who enjoys paraplanning but has a long-term ambition to progress into an advisory role, with full support, training, and development provided along the way.
Responsibilities
- Prepare suitability reports and recommendation documents
- Conduct financial planning research and technical analysis
- Assist the Adviser with client meetings and review appointments
- Support the preparation of financial planning recommendations
- Process new business applications through to completion
- Maintain accurate client records and documentation using Intelliflo Office
- Liaise with providers and third parties to progress client cases
- Support ongoing client servicing and relationship management
- Assist with cashflow modelling and financial planning analysis where appropriate
- Ensure all work is completed in line with FCA regulations and internal compliance standards
- Keep up to date with industry developments, legislation, and financial planning opportunities
Qualifications
- Minimum 2 years' experience in a Paraplanning role within an IFA or Financial Planning firm
- RO1, RO2 and RO3 qualified as a minimum
- Working towards the Level 4 Diploma in Financial Planning
Required Skills
- Strong technical knowledge across pensions, investments, 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
- Experience using Intelliflo Office (IO) is essential
- Strong report-writing, analytical, and communication skills
- Ambition to progress into a Financial Adviser role over time
- Ability to work independently whilst maintaining excellent attention to detail
Preferred Skills
- Experience using FE Analytics would be advantageous
- Experience using Defaqto would be beneficial
Pay range and compensation package
- Basic Salary: £30,000 - £40,000 depending on experience
- Discretionary Bonus Scheme
- NEST Pension Scheme
- Fully Funded Professional Qualifications and Exam Costs
- Ongoing Training and Development Support
- Clear Progression Pathway to Financial Adviser
- Opportunity to Progress Within the Wider Group
- Supportive Family-Business Culture
- Working Hours: Monday – Friday, 40 Hours Per Week
- Parking
- Office-Based in Folkestone
Locations
Paraplanner in Folkestone, Kent employer: Swarm Recruitment
Swarm Recruitment is proud to partner with a well-established independent financial planning firm in Folkestone, renowned for its commitment to personalised client service and a supportive family-business culture. Employees benefit from direct access to senior leaders, ongoing training, and a clear pathway for career progression into advisory roles, making it an ideal environment for ambitious Paraplanners looking to grow their expertise and advance their careers.
