The Private Office
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Are you a Diploma qualified Paraplanner looking for a new role? Do you want to work with an award-winning team?
As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.
Responsibilities
- Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
- Providing high quality technical, administrative and research support to the Advisers;
- Undertaking whole-of-market research as required, including investments, pensions and protection plans;
- Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
- Liaising with the Regulatory & Technical team to ensure the advice is compliant;
- Be able to prioritise work in your queue by liaising with advisers on a regular basis;
- Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
- Building strong and effective working relationships with other teams in the firm and third party product providers;
- Attending and contributing to meetings – both internal and external;
- Ensuring that all client records and data are maintained accurately and efficiently;
- Participating in ad hoc projects and tasks as and when required.
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.
Benefits
- True hybrid working model;
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Company Pension scheme;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
*after qualifying period
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Key Skills & Experience
- CII Diploma in Financial Planning (as a minimum);
- The ability to produce comprehensive, accurate, and clear recommendation reports;
- Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
- Proficiency in complex report writing;
- Experience liaising with third party providers;
- Excellent grammar, spelling and punctuation skills;
- Excellent interpersonal and communication skills;
- A high standard of personal organisational and time management skills;
- Experience within Private Wealth Management;
- Experience of working to targeted service standards and procedures;
- A good working knowledge of regulatory requirements;
- Ambitious and goal-orientated;
- Evidence of continual learning and development of skills and knowledge;
- Experience of working unsupervised with a high level of self-motivation;
- Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
“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