Paraplanner job in Swansea - excellent career development

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 1327
  • Salary/OTESalary of £25,000 - £34,000 plus benefits
  • Vacancy LocationSwansea
  • RemunerationEmployed
  • RegionWales
Job description

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

Paraplanner Requirements

  • 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.

Paraplanner Benefits

  • 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 forgotten



Call us now on 0208 0044 154 or click Apply

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