Recruit UK
Paraplanner
Paraplanner at Recruit UK, based in Swansea, Wales, paying £35,000 - £45,000 per annum. This is a permanent role with hybrid working.
- Pay
- £35,000 - £45,000 per annum
- Hours and contract
- Permanent · Hybrid
- Location
- Swansea, Wales
- Closing date
- Sector
- Finance & Accounting
30% below the typical rate for finance & accounting
Reference 57383355
About the role
Job Title: 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
Reference: 57383355 · Posted 2 days ago · Closes 4 Nov 2026 · Listed via Recruit UK
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