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Paraplanner
Job Type: Full-time
Location: Swansea
Salary:£35,000 (Depending on experience)
About the role:
Are you an ambitious Paraplanner looking to take the next step in your career? Do you thrive in a collaborative environment where your skills and insights are genuinely valued?
We’re working with a highly respected and growing financial planning firm in Swansea that prides itself on delivering high-quality, client-centric advice. As part of their continued growth, they’re now looking for an experienced Paraplanner to join their friendlyand professional team.
The office is based in a modern business park with excellent access to the M4 motorway. There is also free on-site parking, removing the stress of the daily commute.
Responsibilities:
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Support Financial Planners with detailed research and analysis
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Preparing suitability reports and recommendations in line with clients’ goals
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Conducting product and investment research
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Ensuring compliance with regulatory requirements
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Collaborating with administration to ensure a smooth client journey.
Required Skills & Qualifications:
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Ideally 2+ years' experience in the Financial Services industry, with at least 12 months in a paraplanning or similar technical role
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Progress towards the Level 4 Diploma in Regulated Financial Planning (or already qualified)
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Strong attention to detail and excellent written communication skills
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A proactive and professional approach with a genuine passion for financial planning.
What’s in it for you?
- Competitive salary and benefits package
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Hybrid working options once settled in the role
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Ongoing support with professional exams
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A supportive, team-focused environment??
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Company auto enrolment pension scheme.
Ifyou’re ready to build a long-term career within a forward-thinking firm that truly values people, we’d love to hear from you!
Apply now to take the next step in your paraplanning career.
