At a Glance
- Tasks: Prepare financial reports, conduct research, and support client meetings.
- Company: Join a family-oriented financial planning firm in Folkestone.
- Benefits: Competitive salary, bonus scheme, and fully funded professional qualifications.
- Other info: Enjoy a supportive culture with clear career progression opportunities.
- Why this job: Gain hands-on experience and progress to a Financial Adviser role with full support.
- Qualifications: Minimum 2 years' paraplanning experience and relevant 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.
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
Paraplanner in Maidstone employer: Swarm Recruitment
Swarm Recruitment is proud to partner with a well-established independent financial planning firm in Folkestone, renowned for its supportive family-business culture and commitment to employee development. With a focus on personalised financial advice, the company offers a collaborative work environment where Paraplanners can thrive, gain direct access to senior decision-makers, and enjoy clear pathways for career progression into advisory roles. Employees benefit from ongoing training, a discretionary bonus scheme, and a strong emphasis on maintaining lasting client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Maidstone
✨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 Maidstone
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.
