Career opportunities at Svensoni
How to apply?
As a smaller business, we operate a bit more dynamically, and will make a quick decision on your application.
If we like the look of your CV, then we’ll be in touch to arrange an interview.
If you’re located near to our office in Swindon, then we’d prefer to meet in person, but if you’re further afield we’ll arrange a video call.
During the interview, we’ll be trying to get an understanding of your personality and approach to working, as well as your practical paraplanning knowledge and experience.
Shortly after the interview, we’ll be back in touch to let you know how things went.
Frequently asked questions
How much can I expect to earn?
As our team are paid on a per case basis, this is largely down to you.
Different people work at different paces, but during an interview we would share information about remuneration and what our team members achieve on average.
Will I receive training?
Yes – all new joiners to our team will have a dedicated trainer, who will be your contact for any queries, and they’ll also quality check your case work until we’re happy that you’ve got the hang of things.
Do you help with IT setup?
Yes, we do. As a self-employed worker, you would be responsible for providing your own equipment.
However, on starting, we will arrange a remote session to configure the systems and software you’ll need to do the job.
We also have some basic equipment requirements to ensure you that you can work securely, which we’ll chat through with you at the appropriate time.
Will I need to share my personal phone number with clients?
Many of our team do, however not everyone wants to do that to ensure they can’t be interrupted outside of their usual working hours.
If the latter applies to you, then we can set you up with an extension to our telephony system, which runs via an app on your mobile.
Send us your CV
If you’re interested in learning more about joining our team, please send your CV to us using the button below.
Or by emailing us at: enquiries@svensoni.co.uk
Available roles:
We welcome applications for self-employed paraplanning roles, which can be either full or part time
At Svensoni, we always welcome enquiries from motivated and ambitious individuals to join our paraplanning team.
All of our team work on a self-employed basis, being paid a fee per case completed. Whilst we appreciate self-employed working isn’t right for everyone, our experience shows us that this offers both better pay and flexibility, compared with an employed position.
And when we find the right people, they do have a habit of staying for the long term – most of our team have been with us for over 5 years.
If you are either:
- An experienced paraplanner looking for a new challenge, or
- In a related role with direct exposure to the advice environment, such as Business Assurance, or working as Support Staff within an advice firm
and you like the idea of working with Svensoni, then we’d love to hear from you!
We believe that finding the right type of person for the role is just as important as a long list of industry qualifications. (Although, of course, it’s never a bad thing if you have shown an appetite to develop yourself through relevant study.) Looking after our clients is key to our success, this means we are always aiming to:
Complete work within our Service Level Agreements
We aim to review new cases within 48 hours, and if all information we need is present, to complete the case within 5 working days of receipt. It’s vitally important that we deliver a prompt service to advisers, to reduce the risk of their clients not proceeding or looking elsewhere.
Maintain our excellent QC scores for Business Assurance file checks
Our team achieve excellent QC scores for the advisers we work with, it’s something we’re extremely proud of and keen to protect. We have an excellent reputation throughout the Network, from Business Assurance to Relationship Managers which drives much of our new business.
Find solutions when faced with a problem
Knowing that there’s a problem with a case, be it missing information from the file, or something more fundamental with the advice itself, is only the first step. Rather than put that problem back with the adviser to resolve, we’ll always try and find a solution to chat through with them, demonstrating the added value they get from working with us.
Develop and maintain strong working relationship with advisers
As we don’t ask advisers for any retainers or minimum case volume commitments, it’s essential that they want to work with us. Many of our clients feel like our paraplanners are an indispensable part of their own team, which means they’re more likely to continue sending their case work into us.
Ensure advisers can speak to us when they need to
We’ve all been there, haven’t we? You just need a couple of minutes of someone’s time, and then you can move that project or task forwards. Remember how frustrating it is when you couldn’t reach that person?! We don’t expect our team to always be available, but if we’re not, then we need to make sure we let advisers know and arrange a convenient time to speak.