Eden Rose
Junior Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
90956
Location
Basingstoke
Salary
£30,000 - £40,000 Per Annum
Employment Type
Permanent
Location: Basingstoke, Greater London Type: Permanent Job #90956 Salary: £30,000 - £40,000 Per Annum
The Opportunity
Are you an experienced IFA Administrator or Wealth Planning Assistant looking to take the next step into Paraplanning?
We’re working with a well-established, independent financial planning firm looking to appoint a Junior Paraplanner to join their growing technical team. This is an excellent opportunity to develop your technical knowledge, work alongside experienced Paraplanners and Financial Advisers, and progress your career within a supportive environment.
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.
Key Responsibilities
- Assist in preparing suitability reports and recommendation letters.
- Conduct research on pensions, investments, protection and financial planning solutions.
- Produce illustrations, valuations and comparison reports.
- Support Financial Advisers and Senior Paraplanners with technical case preparation.
- Liaise with providers, clients and third parties to progress cases.
- Maintain accurate client records and ensure all documentation is FCA compliant.
- Assist with annual reviews, fund research and cashflow modelling.
- Keep up to date with financial planning legislation and regulatory changes.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About You
- Experience within an IFA or financial planning environment.
- Previous experience as an IFA Administrator, Client Support Administrator or Wealth Planning Assistant.
- Studying towards, or completed, the Level 4 Diploma in Financial Planning.
- Strong interest in developing a career in Paraplanning.
- Excellent communication and organisational skills.
- High attention to detail and ability to manage multiple priorities.
- Experience using Intelligent Office, Xplan or other financial planning systems is advantageous.
“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