Paraplanner
Job Title: Paraplanner Location: Ilkley, West YorkshireBasic Salary: Up to £42,000Hours: Mon - Fri - 9am - 5pmPlease 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 ..... full job details .....
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