Clayton Davies
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
⭐️ Paraplanner
📍 Remote
💰 c.£42,000+ Benefits
Our client is seeking a motivated and detail-oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high-quality advice to clients.
You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards.
Role & Responsibilities: 📋
- Prepare accurate and compliant suitability reports
- Conduct research and analysis on financial products (pensions, investments, protection)
- Support advisers in developing financial planning strategies
- Gather and maintain client information and fact finds
- Liaise with providers, clients, and internal teams
- Ensure all work complies with FCA regulations
- Assist with cashflow modelling and financial planning tools
- Maintain up-to-date knowledge of industry developments and legislation
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.
Do you have the following to apply? ✅
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Previous experience in a Paraplanner or similar technical support role
- Diploma in Financial Planning (or working towards)
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
“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