Job Details

Reference ID 1327
Vacancy Location Swansea
Job sector
Job type
Remuneration Salary of £25,000 - £34,000 plus benefits


This Paraplanner job
in Swansea, provides the opportunity to join an ambitious IFA firm, who are
constantly growing and developing their team

You will be joining
their established support team consisting of Paraplanners and Administrators,
focused on supporting their Financial Advisors. Each Paraplanner supports 2
Financial Advisors, backed by a PA per IFA.

They have built an
infrastructure so that their Paraplanners focus on paraplanning duties of
undertaking research, calculations, financial planning analysis and report
writing. In addition, on occasions you will sit in on client meetings.

Career Development

Our client is
passionate about professional development for their whole team. You will
receive full support towards your DipPFS including exam and study material paid
for and a revision day prior to your exams. Plus, will support you to obtain
advanced exams.

For the right
individuals, they would support progression to becoming a Financial Advisor in
due course


  • You should have experience of undertaking paraplanning duties
  • Knowledge of pensions would be beneficial
  • This would suit an individual currently undertaking a mixed role
    of Paraplanner and Administrator, and looking to progress

The Company

This rapidly
expanding independent financial advisory firm is looking to continue building
its standing within South Wales and achieve £500m FuM by the end of 2022. They
value their team and place high importance on nurturing their talent.


  • Salary of £25,000 – £34,000 plus benefits
  • Hybrid working with mixture of office and home working
  • Bespoke training plan to ensure your development doesn’t get



Call us now on 0208 0044 154 or click Apply

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