Senior / Technical Paraplanner – Swindon

Highly competitive salary, dependent on experience & qualifications​

Bonus up to 7.5% | Excellent benefits | Potential hybrid working

Are you an experienced Paraplanner who enjoys the technical side of financial planning and being the person others turn to when a case isn't straightforward?

We're looking for a fully qualified, experienced Paraplanner to join an established financial planning business in Swindon. This would particularly suit someone who enjoys complex cases, detailed research and technical calculations, and wants to become a key technical resource within the team.

We're also very interested in speaking with Chartered Paraplanners, with the package reflecting your experience and level of qualification.

The Role

• Detailed research, analysis and technical calculations

• Preparing high-quality suitability reports

• Working on complex financial planning cases

• Supporting Advisers with technical queries and solutions

• Acting as a go-to technical resource within the business

What We're Looking For

• Fully Level 4 Diploma qualified

• Minimum 3 years' paraplanning experience

• Strong technical financial planning knowledge

• Excellent research and analytical skills

• Experience dealing with complex cases

• Chartered or working towards Chartered status would be highly desirable

Package & benefits

• Highly competitive salary based on experience and qualifications

• Bonus of up to 7.5% of salary

• 25 days' holiday + bank holidays + personal day

• Private health cover

• Death in service

• Free parking

• Potential hybrid working

The role will initially be 5 days per week in the Swindon office, with the potential to move to a hybrid arrangement with 2 days working from home.

The office is conveniently located close to the M4, with free parking available.

If you're an experienced Senior or Chartered Paraplanner looking for a role where your technical expertise will genuinely be valued, we'd love to hear from you.