At a Glance
- Tasks: Conduct technical research and write reports to support Financial Advisers.
- Company: Join a collaborative London-based financial planning practice.
- Benefits: Enjoy hybrid working, a standard Monday–Friday schedule, and a supportive team environment.
- Other info: Be part of a close-knit team that values accuracy and client-centric service.
- Why this job: Make a real difference in clients' lives through expert financial advice.
- Qualifications: Experience as a Paraplanner with strong research and writing skills.
The predicted salary is between 29700 - 36300 £ per year.
Swarm Recruitment are partnering with a London-based financial planning practice to recruit an experienced Paraplanner.
You will join a close-knit team that values collaboration, accuracy and client-centric advice.
The role focuses on technical research, report writing and supporting Financial Advisers across pensions, investments and estate planning.
Hybrid working is available after probation, with a standard Monday–Friday schedule.
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Paraplanner – Wealth Planning & Research (Hybrid) employer: Swarm Recruitment
Swarm Recruitment is an exceptional employer, offering a dynamic hybrid working model in the vibrant city of York. With a strong emphasis on client-focused service and extensive support from experienced Mortgage Advisers, employees benefit from a collaborative work culture that fosters professional growth and ethical practices. The provision of warm leads and full administrative support ensures that our Protection Advisers can thrive, making this an ideal opportunity for those seeking meaningful and rewarding employment.
