Job Description
Trainee / Paraplanner
Location: Swansea (with hybrid working available)
Salary: £30,000 – £35,000, depending on experience and qualifications
Job Type: Full-Time
About Us
The Steve Williams Practice is a long-established and highly respected financial advice firm, renowned for its client-centric approach and unwavering commitment to excellence. With over 40 years of combined experience between the Director and advisers, our team brings a depth of knowledge and trusted expertise to every client interaction.
We operate from a welcoming, open-plan office in Swansea, complete with free on-site parking and a collaborative working environment. Our client base spans multiple generations, built entirely on referrals—reflecting the high level of service we consistently deliver.
With a dedicated mortgage and protection adviser in-house and strong administrative support, our advisers and paraplanners are empowered to focus on delivering quality financial advice. While we value face-to-face interaction, we also offer remote appointments to meet client preferences. The Steve Williams Practice is proud to be part of the Openwork network.
The Opportunity...