Paraplanner

Paraplanner page is loaded Paraplannerlocations: Leeds: Birmingham: Exeter: Horsham: Edinburghtime type: Full timeposted on: Posted 6 Days Agojob requisition id: JR001228 Job Type Permanent Closing Date 23/09/2025Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.Responsible for creating financial planning recommendations in a way that is understood by our clients whilst meeting regulatory requirements. Job Title Paraplanner Location National Job Type Permanent Salary National: £37,042 - £40,746 London: £43,205 - £47,525As a valued member of our team, your focus as a Paraplanner is to deliver exceptional service to our clients. You enjoy helping individuals understand their financial planning recommendations and take pride in the accuracy of your work, knowing it makes a real difference.This role offers you the autonomy to excel without feeling micromanaged. At Schroders Personal Wealth, we foster a culture of trust and reward, empowering you to make impactful contributions.At Schroders Personal Wealth, we change lives by making financial advice more accessible. We believe in making a difference and having interaction on an individual client level. We are a growing company, so your insights will be invaluable in enhancing our relationships with our clients.As our next Paraplanner, you'll be producing financial reports for the full range of products recommended by our Advisers. You will also conduct quality checks on your own reports and those of your colleagues to mitigate business risk, ensuring we meet all regulatory requirements. With us, you will have the opportunity to participate in continuous improvement ideas to proactively manage the client experience. Your expertise will help to set up our financial advisers for successful client conversations. Your day to day activities will include: Ensuring that the advice and financial reports satisfy the internal requirements of Schroders Personal Wealth and external regulatory requirements Assisting with the creation of annuity quotes and Voyant plans Effective administration and carrying out regular designated procedures accurately and promptly. Ensuring validation and correct input of information onto relevant systems The Key Requirements Level 4 Diploma Experience working in the financial services industryIt is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation.We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible. Some fantastic benefits SPW colleagues enjoy: Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days. Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening. Company Pension Contribution: A matched pension contribution of up to 15% of your base pay. Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support. Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months' service) Financial Advice : Access to free financial advice to help secure your financial future.To find out more, please visit We support flexible working: At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way. We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required. You belong here: At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role."It's great that you have clicked this far. What we are building at SPW has clearly caught your attention and you're interested in working with us to change lives through providing more financial advice to more clients. If you need more insight about what it's like to work here, check out our careers page onIf you are ready to explore our vacancies further, get scrolling! The 'Search for Jobs' page shows you all our current roles, each providing an opportunity to develop your career in an organisation that, through innovative products and technology and a clear client focus, has set its sights on being at the forefront of the Wealth Management market.If there is no suitable role for you now, keep checking in. New roles come live all the time and they don't always stick around for long!"