At a Glance
- Tasks: Support Financial Planners in delivering personalised financial advice and conduct technical research.
- Company: Established London-based financial planning practice with a collaborative culture.
- Benefits: Competitive salary, 25 days leave, exam support, private health insurance, and pension contributions.
- Other info: Enjoy long-term stability and excellent career growth opportunities in a dynamic environment.
- Why this job: Join a supportive team where your voice matters and make a real impact on clients' financial goals.
- Qualifications: Minimum 2 years' experience in Paraplanning and strong technical knowledge in finance.
The predicted salary is between 40000 - 60000 £ per year.
Salary: £40,000 - £60,000
Location: Central London
About our clients and the role:
Swarm Recruitment are delighted to be partnering with a well-established London-based financial planning practice in their search for an experienced Paraplanner. Renowned for delivering tailored financial advice to private clients, the firm builds long-term relationships and takes a personalised approach to helping clients create, grow, protect and enjoy their wealth while achieving their financial goals at every stage of life.
The successful candidate will be joining a close-knit team in a collaborative and supportive environment where everyone has a voice and plays an important role in the firm's success. Personality and team fit are valued just as highly as technical ability, creating a culture where colleagues work hard, share knowledge and genuinely enjoy working together. With exceptional staff retention and a clear succession plan in place, the business offers long-term stability and continued investment in the growth of its paraplanning team.
Unlike many financial planning firms, success isn't driven by sales targets or volume. Growing almost exclusively through client referrals, the business is able to focus on delivering the best possible outcomes for its clients. Paraplanners are trusted as valued professionals, encouraged to challenge advisers where appropriate and play a key role in delivering high-quality financial planning.
Salary & Benefits:
- Basic Salary: £40,000 - £60,000 depending on experience
- 25 days annual leave (plus bank holidays)
- Enhanced parental leave policy
- Exam support for professional qualifications (e.g., DipPFS, Chartered status)
- Private Health Insurance
- Employer pension contributions
Working Hours:
- Monday – Friday
- 9am - 5.30pm
- Office based with hybrid working after probation (2 days at home)
Desired Experience:
- Minimum 2 years' experience in a Paraplanning role within an IFA or Financial Planning firm
- Diploma in Regulated Financial Planning (DipPFS) is desirable but not essential.
- Strong technical knowledge across pensions, investments, taxation, trusts, 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
- Strong report-writing, analytical, and communication skills
- Ability to work independently whilst maintaining excellent attention to detail
- Comfortable Using Microsoft Office; experience in tools such as Voyant and FE Analytics is a plus
Responsibilities & Duties:
- Support Financial Planners in delivering personalised, high-quality financial advice to clients.
- Carry out technical research and analysis across pensions, investments, protection and estate planning.
- Prepare clear, accurate and compliant suitability reports tailored to clients' individual objectives.
- Assist with cashflow modelling and financial planning scenarios to support client recommendations.
- Liaise with clients, providers and internal colleagues to obtain information and ensure an efficient advice process.
- Keep up to date with FCA regulations, industry developments and compliance requirements, ensuring all work meets regulatory standards.
Paraplanner in Slough 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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Slough
✨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 Slough
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.
