Swarm Recruitment
Paraplanner
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Paraplanner
Paraplanning Technician
About Swarm Recruitment and the Practice
Swarm Recruitment is proud to support an established financial planning practice that delivers high-quality, bespoke wealth management services to individuals, professionals, and business owners. Their commitment lies in comprehensive planning to help clients build, grow, protect, and preserve wealth, with a strong focus on long-term relationships and personalised financial advice.
About the Role
You will join an established paraplanning team, providing technical support throughout the advice process. Key duties include:
- Conducting detailed research and analysis across financial planning solutions.
- Collaborating closely with advisers and administrators to ensure all business is processed accurately and compliantly.
- Maintaining CRM and back-office systems with full up-to-date records.
- Responding to technical queries while producing clear, structured client reports.
- Delivering first-class service aligned with clients’ financial objectives.
Responsibilities
- Analyse client requirements and prepare clear, accurate suitability and advice reports.
- Develop and maintain cash-flow models, client review documentation, and supporting financial analysis.
- Work within multi-disciplinary financial planning areas, including investments, retirement, tax, and estate planning.
- Assess investment performance and provide technical and analytical support to advisers.
- Offer comprehensive paraplanning support, including technical queries and case management.
- Uphold high standards of documentation accuracy and ensure compliance with regulatory requirements.
- Maintain awareness of all compliance and regulatory obligations and act accordingly.
- Coordinate with advisers, administrators, and product providers to drive cases to completion efficiently.
- Proficiency in financial planning and research software, including cash-flow modelling tools (e.g., Voyant) and analytics platforms.
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Qualifications
Minimum three years’ experience in a paraplanning role, supporting Independent Financial Advisers (IFAs).
- CII Level 4 Diploma in Protection, Financial Planning & Regulation (DipPFS) or equivalent an advantage but not essential if experience can be evidenced.
Required Skills & Competencies
- Organised and methodical mindset for structuring complex financial work.
- Strong analytical and numerical skills, capable of interpreting financial data and performance metrics.
- Exceptional attention to detail with precision and high accuracy standards.
- Ability to prioritise tasks and meet regulatory deadlines.
- Excellent communication skills—both written and verbal—tailored to clients and internal stakeholders.
- Enjoy working collaboratively as part of a high-performing team.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Adaptable, with a proactive approach to embracing new standards and problem-solving.
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Compensation & Benefits (After Training Period)
- Salary range: £35,000 – £45,000 (dependent on experience and qualifications).
- Flexible working: Hybrid or fully remote options.
- Holidays: 25 days plus bank holidays (rising to 30 days + bank holidays with tenure).
- Financial incentives: Discretionary bonus administered annually.
- Salary reviews: Ongoing annual discrete pay assessments.
- Pension benefits: Group pension contributions (5% of salary).
- Healthcare: Private Medical Insurance.
- Life Insurance: Group life cover (4× salary).
- Critical Illness Cover: Group critical illness insurance (4× salary).
- Income Protection: Cover included as per standard agreements.
By applying, candidates consent to Swarm Recruitment storing their personal data for the purpose of this position, in accordance with data protection policies (doctored documentation available upon request).
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