Job Type Permanent Closing Date 02/03/2025 Schroders 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 all from a busy and dynamic Regional Hub. Job Title | Paraplanner Location | National Job Type | Permanent, Part-time (21 hours) Salary National: £ 21,578 (based on full-time equivalent of £35,963) London: £25,168 (based on full-time equivalent of £41,946) As a valued member of our team, your focus as a Paraplanner is to deliver exceptional service to our clients. You e njoy 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. A t 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 yo u r insights will be invaluable in enhanc ing our relationship s with our client s. As our next Paraplanner, you’ll be produc ing financial reports for the full range of products sold by the New Client Advisers and Existing Relationship Advisers. Y ou 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 conver sations. Your day to day activities will include: Ensur ing that the advice and financial reports satisfy the internal requirements of Schroders Personal Wealth and external regulatory requirements Responding to incoming enquiries, requests and instructions from internal/external clients Effective administration and carry ing out regular designated procedures accurately and promptly. Ensur ing validation and correct input of information onto relevant systems The Key Requirements Level 4 Diploma Experience working in the financial services industry It 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. The Benefits and Perks In addition to a competitive salary, we offer these enticing benefits to employees: Generous Holiday Entitlement: Enjoy 30 days of annual leave plus bank holidays, with the option to purchase 5 additional days. Company Pension Contribution: A matched pension contribution of up to 15% of your base pay if you contribute 6%. Additional Cash Allowance: Receive an extra 4% cash allowance that can fund various optional benefits, including Paid Sabbatical Leave, Dental Cover, Critical Illness Insurance, Gym Membership, or an electric/ULEV car. Health & Wellbeing: We offer company-paid Private Medical Insurance, Life Insurance, and Health Screening. Financial Advice: Access to free financial advice to help secure your financial future. Car Allowance: Up to £9,000 annually if your role demands over 10,000 business miles a year. Annual Bonus: Eligible after 3 months’ service, based on company/individual performance. To find out more go to https://www.spw.com/careers-at-spw/rewards-and-benefits The Next Step To join a dynamic team and contribute to our mission of changing lives, click "Apply" to complete your application. You belong here… At Schroders Personal Wealth, we embrace individuality and encourage diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions across our company and our work, including making appropriate adjustments for disabilities, long-term health conditions or neurodiversities to ensure equal opportunities for all. 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.