London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email:
Current Roles with Swallow Financial Planning

Join our team of experienced Chartered Financial Advisers and Planners

Swallow Financial Planning have the current roles available

Read More   Get In Touch

Qualified (or nearly) Independent Financial Adviser

We are looking for a qualified individual to join our friendly team. You must be approachable, self-motivated and ambitious. Successful candidates will need to be close to or hold a Level 4 Diploma, and to be looking to attain chartered status in the next 3 years.

What Will You Be Doing?

Our advisers do just that – advise – there will not be a pool of paraplanners to churn out templated reports so you need to be proficient in Excel / CashCalc / and back-office systems(IO) as well as confident in dealing with established and new clients. We are looking for a future business owner with an attitude to succeed and a good level of knowledge in investments, taxation and retirement planning.


The role itself prioritises both existing and new clients in equal measure, with the client’s best interests at the heart of what we do. There will be a period of training to make sure you can meet our high standards and you will be fully supported by the team. We encourage and fund further qualifications for all staff.

New Business

Whilst in the short term new business isn’t an issue (we have significant existing clients) the successful candidate needs to have the desire and drive to get new clients to drive the company forward.

Work Environment

Our offices are in the centre of Ipswich with limited parking facilities. Once you are fully proficient, facilities will be made available for you to spend part of your working week at home (if you wish). The availability of this benefit will depend upon trading conditions and will not be a right.

Long Term

This is a long-term position which for the successful candidate will lead to directorship and possible business ownership.

Please note that only qualified candidates will be contacted for further consideration.

Job Type: Full-time

Salary: £35,000.00-£50,000.00 per year


  • Company events
  • Company pension
  • Employee discount
  • Financial planning services
  • Free or subsidised travel
  • Private medical insurance
  • Work from home


  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Ability to commute/relocate:

  • Ipswich: reliably commute or plan to relocate before starting work (required)


  • Paraplanning: 1 year (preferred)


  • Have you passed JO9? (preferred)

Work Location: Hybrid remote in Ipswich

In the first instance, please contact Andrew Swallow at

Talk to a financial planner

Our experienced team of chartered financial advisers and planners will help with any financial planning issues or questions you may have.

You might be a high-paid individual looking to plan your financial future, or perhaps you’re already retired but seeking investment, inheritance and tax planning advice. Our experienced staff will guide you in making the most of your money.


The latest news from Swallow Financial Planning and the financial industry

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...

Investment Bulletin July 2023 July 7, 2023

It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry