Swarm Recruitment
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: Paraplanner
Location: Derby
Basic Salary: Up to £45,000
Hours: Mon - Fri, 9am - 5pm
About our client and the role:
This established and growing wealth management practice provides bespoke financial planning and wealth management advice to individuals, families, business owners and professionals, with a strong focus on long-term relationships and a highly personal approach. As a Senior Partner Practice of St. James’s Place, the firm benefits from the resources and wider expertise of a leading UK wealth management organisation, while maintaining its own close-knit culture.
Working within a friendly and supportive environment where colleagues support one another, my client is looking to appoint a Paraplanner, following internal progression. The firm welcomes applications from both experienced professionals and strong Trainee Paraplanners with some relevant experience. You will support the Advisers with research, suitability reports, client documentation and case administration, ensuring work is accurate, compliant and delivered to a high standard.
Salary & Benefits:
- Salary: £38,000 - £45,000 depending on experience
- Annual discretionary bonus
- Annual leave: 20 days + Bank Holidays
- Pension scheme
- Death in service: 3x salary
- Pay reviewed: Twice a year
- Study support: For professional exams
- Parking: Free parking within a short walking distance, or heavily subsidised parking on-site
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Working Hours:
- Hours: Mon - Fri, 9am - 5pm with 1hr for lunch
- Working pattern: Hybrid Working - 1 day from home after initial probation period has concluded (approx 4 months)
Skills and experience:
- Previous Paraplanning experience – essential.
- Experience within an SJP Partner Practice – desirable.
- Qualification: Level 4 Diploma qualified or currently working towards the qualification.
- Understanding: Good understanding of financial products, services and the financial advice process.
- Knowledge: Knowledge of FE Analytics, Voyant and Salesforce/Aptus – advantageous.
- Skills: Strong analytical, communication and technical writing skills.
- Organisational skills: Excellent organisational skills and attention to detail
- Understanding: Good understanding of Paraplanning administration, including business submissions, presentation packs, reports and supporting documentation.
- Teamwork: Ability to work both independently and collaboratively as part of a close-knit team.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Responsibilities:
- Prepare accurate, personalised suitability reports and client correspondence.
- Undertake research and analysis to support recommendations across retirement, investment, protection, IHT/trust and business planning.
- Ensure all client documentation is accurate, compliant and fully supported.
- Investigate and respond to client queries accurately and efficiently.
- Provide administrative support, including Letters of Authority and business submissions.
- Manage workloads effectively to meet deadlines and service standards.
- Work collaboratively with the wider team to deliver a high-quality client experience.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location