BWD Search & Selection
Chartered Paraplanner | London
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About the Role
We are looking for someone to act as the technical right-hand person to the Lead Adviser within our clients' Private Office supporting UHNW families, a few highlights:
- Award-winning, Chartered Financial Planning firm + B Corp Certified
- Tech-enabled
- Genuine technical ownership – you'll drive the research, cash flow modelling, technical planning, and suitability reports, with the Lead Adviser providing oversight and final sign-off
- Exposure to complex pensions, tax, trusts, estate planning, and cash flow modelling
- Hybrid working
- Full study support, clear career progression, and a collaborative, values-led culture
- Competitive salary up to c.£75,000, discretionary bonus, and benefits.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
They're looking for someone who enjoys technical financial planning, wants exposure to complex UHNW work, and is looking to continue developing their career within a high-performing business.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Open to experienced career Paraplanners as well as those with aspirations to transition into financial advice within 2–3 years.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location