Paraplanner

Image for Paraplanner page

If you’re looking to continue and enhance your career in financial services, working within a firm of professional financial advisers and planners, we’d love to hear from you!

Black Swan Financial Planning is a regional Independent Financial Adviser firm, targeting London and the Home Counties. We specialise in looking after the needs of our mainly mass affluent clients, as they approach and arrive in retirement.

Our office is based in the heart of the City of London in an excellent location and boasts a fantastic array of services & facilities. We’re pleased to say that we were recently voted one of VouchedFor’s “Top Rated Firms” in 2022, and were awarded the “Best Financial Advisers to Work for 2022” by Professional Advisers.

Our team are a friendly bunch and we are looking for someone who enjoys working in and contributing to a close-knit team.

We’re currently looking to expand our paraplanning team and are looking for someone to help develop and enhance our current capabilities. The role involves working with our advisers to meet the needs of our clients by helping create, plan and facilitate their financial plans. This would involve all aspects of paraplanning, but a good capability in report writing is essential.

Client contact would be encouraged, and you should be happy to converse with clients from different walks of life either on the phone or in person.

If the following describes you, we want to hear from you:

  • Experienced in Financial Services in general and report writing in particular
  • Ambitious
  • Able to pick up the phone and speak to anybody
  • Team player within a close-knit group
  • Able to use your initiative
  • An eye for detail
  • Ability to accept constructive feedback to improve the quality of your work
  • Good work ethic
  • Organised, and can meet defined deadlines
  • Able to prioritise and handle good volumes of work
  • Level 4 qualified or well on your journey and with a thirst for knowledge

Salary and benefits

  • A full-time position
  • A flexible office-based position with the opportunity to work from home several days a week
  • The salary your talent deserves
  • Hours 8.30 am to 5.30 pm
  • 29 days holiday
  • A 5% + 5% pension scheme
  • Education reimbursement
  • Private medical, income protection and death in service benefits
  • Company events and social hours

Application

If you think you’re a good fit for this role please get in touch using our form below, including your cover letter, a copy of your CV and contact details so we get in touch.




    Upload your CV:

    Client testimonials

    I have always found Black Swan to be caring and understanding of my quirky lifestyle. I always feel they try to get me the best returns while respecting my current needs.

    Sally Muir

    A client since 2011

    We would be very happy to recommend the support and service we receive.

    Valerie Locks

    A client since 2010

    I have always been completely useless regarding finance - thankfully our financial adviser is not! I've retired with far more than I ever expected and investments continue to grow safely. So - thank you!

    Bernadette Jane Warner

    A client since 2000

    Very happy with the professional service I have received and feel a lot happier now with my finances put in order.

    Martin Field

    A client since 2011

    Julie Cooper was recommended to me by a work colleague. She has been very helpful, professional and has explained everything well. I would definitely recommend her services to anyone else who are interested in a financial review.

    Steven Rooke

    A client since 2018

    …Service has been first class.

    Hugh Fells

    A client since 2012

    My face to face meetings with Rob Young and Jessica Lyons have always been very open and understandable. My questions have been answered clearly and I have left feeling that my financial matters are in good hands.

    Sandra Jack

    A client since 2000

    [A] safe pair of hands in a complex financial world.

    Gary Middlehurst

    A client since 2003

    A reliable company with good communication skills and good knowledge of the financial markets.

    Alan Evetts

    A client since 2014

    Maureen Pembridge is a long-time trusted advisor to our family. The market might fluctuate but her attention to detail is consistent.

    Linda Burnard

    A client since 2000

    I am pleased to recommend Julie as a trustworthy financial advisor. She explains financial jargon in plain language, and always listens carefully to my particular financial needs and has helped me make the best of my savings.

    Carolann Samuels

    A client since 2010

    I have always been satisfied with the way that Black Swan has handled my account. And I have always found the staff very helpful whenever I need to call the office.

    Robert Anthony Matthews

    A client since 2012

    An excellent personal service from a person I know and trust.

    Michael Dalton

    A client since 2010

    I am getting a very good services from Black Swan, they have got my investments sorted out which was in a bit of a mess.

    Roy Jakens

    A client since 2012

    A good, efficient team providing clear ideas to shape a winning strategy.

    Adrian Michael Levenstein

    A client since 2011

    Black Swan is a company to be trusted, with friendly staff and professional advisors.

    David Brian Jennings

    A client since 2017

    I have been with Black Swan for many years. I have never wished to change anything. They give a good straight forward service.

    Martin Barrett Brooks

    A client since 2010

    Andy Peters has been invaluable in firstly combining several pension pots and then giving excellent investment advice. It has given us a great deal of comfort to know that our financial affairs are in such good hands.

    James Guillum Scott

    A client since 2014

    I find my financial advisor easy to talk to and feel that she understands my lifestyle. She is always available for help when I need her and explains in words that I can understand.

    Margaret Ena Glasgow

    A client since 2000

    Andy is a first rate Director, excellent communicator and leader.

    Ross Perry

    A client since

    Black Swan Financial Planning and Andrew in particular, are very clever at working out how risk averse we are, and coming up with solutions that we feel comfortable with. We are happy in the knowledge that we can continue to enjoy a comfortable retirement. Andrew Peters is a very, very friendly person who is great to chat to and easy to deal with. He explains things very clearly in layman’s terms, and if we still don’t understand, he explains it until we do!

    Alan & Jane Dyer

    Clients since 2012

    We have always found Rob [Young] to be very approachable and knowledgeable. We have every confidence in the advice given and feel comfortable with the decisions we’ve made. There are certain opportunities that we wouldn’t have known about if Rob hadn’t brought them to light, which makes the advice good value for money as far as we’re concerned.

    Peter & Pauline O’Halloran

    Clients since 2013

    Rob [Young] is extremely knowledgeable. I knew nothing about the different types of trusts which will not only secure my income in retirement, but also leave a legacy for my children. I’m glad that I sought his advice when I did.

    Sarah Wilson

    A client since 2015

    I am extremely happy with the service afforded to me by the company and my adviser Julie Cooper.

    Geoff Coxell

    A client since 2010

    My wife and myself have been dealing with Black Swan for a number of years. We have met with different representatives from the company over the years and have found all very helpful in their own way. We met with James [Anderson] a few years ago and found him very helpful and knowledgeable. He keeps in contact with us on a regular basis. We find the Company information very helpful and we feel very secure with our finances.

    Andrew Kirchen

    A client since 2015

    I have always found my adviser to be easy to contact, very professional in his approach, yet friendly and understanding. I have a sense of an experienced company behind him, really on the ball financially and with good standards.

    B McBean

    A client since 2011

    Partner with the most reliable and experienced team of advisers

    Enter your details & we'll be in touch to discuss your needs.
    Alternatively, contact us directly and speak to a member of the team.





      Subscribe to our newsletter