mbf
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
Location: Armitage, Staffordshire (Hybrid)
Salary: Dependent upon experience and qualifications - to around £50K, potentially higher for the right person
An excellent opportunity has arisen with a well-established independent Financial Planning firm for an experienced Paraplanner looking to work with genuinely high-quality clients and technically interesting financial planning cases.
The business advises High Net Worth and Ultra High Net Worth clients including business owners, entrepreneurs, senior executives, and multi-generational families, with client portfolios often ranging from £1 million to £10 million+.
This is not a role where you'll simply produce straightforward reports day after day. The advice is holistic, often involving complex retirement planning, tax planning, estate planning, and investment strategies, making it an excellent opportunity for someone who enjoys the technical side of Financial Planning.
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.
The Role
Working alongside a team of experienced Financial Planners, you'll provide technical support throughout the advice process, including:
- Technical research
- Preparing suitability reports
- Cash flow modelling
- Pension, investment, and protection analysis
- Supporting complex planning cases
- Working closely with Advisers to develop bespoke client recommendations
About You
The company is ideally looking for someone who:
- Has previous Paraplanning experience within Financial Planning
- Holds the Level 4 Diploma in Regulated Financial Planning
- Has strong technical knowledge across pensions, investments, and protection
- Enjoys working on more complex financial planning cases
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Candidates who have progressed to Level 6 or Chartered status are also encouraged to apply, with higher salaries available to reflect additional qualifications and experience.
Hybrid Working
The role is based near Lichfield, with a minimum of two days per week in the office and the remainder working from home.
If you're looking for a role where you'll continue developing your technical knowledge whilst working with high-quality clients and experienced advisers, I'd be delighted to tell you more.
“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