Swarm Recruitment
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: Paraplanner
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.
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.
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
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
Skills
Location