Senior Paraplanner

Swanstaff Recruitment Ltd
09 May 2017
08 Jun 2017
Contract Type
Full Time

Job Title: Senior ParaplannerSalary: £30-35,000 per annumLocation: KentThe Role:

Are you looking to work for a friendly and dedicated company?Are you motivated and confident dealing with pensions and investments?

Our client is one of the top providers of helping individuals with their financial planning needs. The successful person will have solid experience as a Paraplanner. The right candidate will be working as part of a team of Paraplanners.

  • Liaising directly with allocated advisers on a regular basis
  • Analysing data and using research tools to provide solutions to meet client`s needs and objectives
  • Providing records to support research undertaken
  • Consolidation of client`s needs and objectives, together with the recommendations in a written format via a suitability letter, client illustration and key features document
  • Carrying out all tasks to be consistent with compliance procedures
  • Liaising with the Intrinsic Compliance Team on a regular basis
  • Liaising with providers to obtain outstanding ceding scheme information
  • Ensuring that each adviser is kept updated with the progress of their cases


  • Maths and English GCSE A-C or equivalent
  • Strong knowledge of Financial Services Industry
  • At least 4 years paraplanning experience
  • Diploma preferred but if not a CF1 exam or equivalent
  • Full driving license required and own car essential
  • Good communication skills; verbal and written
  • Attention to detail
  • Exceptional organisation and planning
  • Computer literate - knowledge of Microsoft Word, Outlook and Excel


  • Basic salary up to £35,000 per annum
  • The role will be based in their Kent head office but the candidate may be required to attend events in London or other offices on occasion
  • 35 hour week, 9:00 - 17:00 Monday to Friday
  • Financial support in achieving professional qualifications
  • Company pension scheme

Interested in this role? Apply online today or get in touch with Alex from our Dartford Perms Division!EMPOWERING PEOPLE WITH OPPORTUNITIES

Swanstaff Recruitment is an equal opportunities employer.