At a Glance
- Tasks: Provide top-notch technical support and analysis in financial planning.
- Company: Join a well-established financial planning practice focused on personalised wealth management.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 3+ years in paraplanning and strong analytical skills required.
The predicted salary is between 35000 - 45000 £ per year.
About the Company
Swarm recruitment is pleased to be supporting a well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning.
About the Role
Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients’ financial objectives.
Responsibilities
- Analyse client requirements and produce clear, accurate suitability and advice reports
- Prepare and update cash-flow models, client review documentation, and supporting analysis
- Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning
- Assess investment performance and provide technical and analytical support to advisers
- Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required
- Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time
- Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations
- Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion
- Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics)
Qualifications
- 3+ years’ experience within a paraplanning role and supporting IFA’s
- CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced
Required Skills
- Organised & methodical
- Strong analytical and numerical skills with the ability to analyse financial data and performance metrics
- Excellent attention to detail and high standards of accuracy
- Ability to prioritise and work to deadlines
- Excellent communication skills - written and verbal
- Thrive working as part of a team
- Strong IT skills - MS Office – Word, Excel and Outlook
- Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve
Pay range and compensation package
- £35,000 – £45,000 (depending on experience and qualifications)
- Hybrid or remote working after initial training period
- 25 days holiday plus bank holidays – rising to 30 days holiday plus bank holidays with length of service
- Discretionary bonus scheme
- Discretionary annual pay reviews
- Group Pension scheme - 5%
- Private Medical Insurance
- Group life cover 4x salary
- Group Critical Illness Cover 4x salary
- Income Protection
Privacy Policy Statement: 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 Livingston employer: Swarm Recruitment
Swarm Recruitment is an exceptional employer, offering a supportive and collaborative work environment for paraplanners in the financial planning sector. With a strong focus on employee growth, the company provides comprehensive training, hybrid working options, and generous benefits including a competitive salary, extensive holiday allowance, and private medical insurance. This commitment to employee well-being and professional development makes it an ideal place for those seeking a rewarding career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Livingston
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swarm Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Livingston
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swarm Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Swarm Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swarm Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swarm Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Swarm Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Swarm Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
