Paraplanner
Job in
Swansea, Swansea County, SA1, Wales, UK
Listed on 2026-09-23
Listing for:
Recruit UK
Full Time
position Listed on 2026-09-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Paraplanner Industry: Financial Planning
Location:
Swansea Salary: £35-45,000 Job Reference: 10595
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm based in Swansea. Our client is a well established and successful independent financial planning company, who work with clients across the South West on all things wealth planning. They are looking to bring in a Paraplanner to join their tight knit back office team.
Duties:
Preparing and drafting suitability reports Building and maintaining cashflow models Attending client meetings where required Work closely with the administration team to maintain accurate documents and back office systems Benefits:
Competitive salary of up to £45,000 Fantastic office location Hybrid working available 25 days holiday 5% pension contribution PMI Progression opportunities to management Exam funding and support Skills and experience required:
Experience working in a Paraplanning role (either officially or unofficially) Level 4 Diploma is ideal but not mandatory Good working knowledge of UK products and FCA regulations
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