Paraplanner

Job Title: Paraplanner

Location: Ilkley, West Yorkshire

Basic Salary: Up to £42,000

Hours: Mon - Fri - 9am - 5pm

Please Note: We ask that only candidates who meet the essential skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered.

About our client and the role:

Swarm Recruitment is delighted to be supporting an Independent Financial Planning firm, in their search for an experienced Paraplanner. Providing tailored advice to individuals across all areas of personal finance, the business specialises in investment strategy, retirement planning, tax-efficient solutions, and estate planning, delivering holistic advice designed around each client's unique circumstances and long-term goals.

With a strong emphasis on building long-term relationships, the firm offers a highly personalised service, combining detailed financial planning with ongoing support, including regular reviews and direct access to advisers. The approach focuses on clarity, simplicity, and helping clients achieve financial confidence and long-term security.

This is a lovely opportunity for an experienced Paraplanner and involves supporting Advisers with technical research, report writing, and case preparation across a broad range of financial planning areas (excluding mortgages), working on a whole-of-market basis.

You will play a key role in ensuring advice is well-researched, compliant, and clearly documented. This position is suited to someone who enjoys technical financial planning and thrives in a collaborative, small-team environment.

Salary & Benefits:

• Up to £42,000 dependent upon experience
• The opportunity to work closely with advisers and clients
• Friendly and collaborative small-team environment
• Support for professional qualifications
• 25 days annual leave plus bank holidays
• 5x death in service cover
• Pension: 6% employer contribution (increasing to up to 7% next year)
• Bonus: up to 5% of salary, paid biannually

Working Hours & location:

• Monday - Friday 9am - 5pm
• Hybrid working considered after probationary period

Essential Experience:

• A Minimum of 3 years' Paraplanning experience
• Strong technical knowledge of pensions, investments and financial planning
• Suitability report writing
• Strong working knowledge of FCA regulatory requirements
• Excellent written and verbal communication skills
• Ability to prioritise workload, manage multiple cases and work to deadlines
• Proactive and collaborative team member

Desirable Experience

• Diploma Level 4 in Financial Planning or working towards - desirable but not essential. Paraplanning experience is of greater importance
• Knowledge of tax and estate planning strategies
• Experience supporting whole of market advice

Role Responsibilities:

• Prepare suitability reports and recommendation letters in line with FCA requirements
• Conduct whole-of-market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb
• Analyse client fact finds and develop appropriate financial planning strategies
• Support advisers with complex case preparation and technical queries
• Review existing client portfolios and produce analysis reports
• Prepare cashflow models and financial planning projections (e.g. Timeline)
• Assist with investment portfolio construction where required
• Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell)
• Maintain accurate client records using Intelliflo and ensure timely updates
• Ensure all advice documentation is FCA-compliant and technically accurate
• Support file checking and ongoing compliance processes
• Monitor regulatory and product changes affecting client advice
• Work closely with advisers to develop and implement suitable recommendations

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.