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Eden Rose

Paraplanner

York
Posted about 18 hours ago
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You’ll work closely with Advisers to help deliver high-quality financial planning and outstanding client outcomes.

This includes:

  • Preparing suitability reports and financial plans
  • Technical research across pensions, investments, and protection
  • Supporting advisers with planning strategies
  • Working on inheritance tax planning cases including Trusts and Business Property Relief (BPR)
  • Supporting recommendations involving EIS and VCT planning
  • Helping improve processes and efficiencies as we continue to grow
  • Collaborating with a close-knit and ambitious team

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

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.

What We’re Looking For

  • Level 4 Diploma qualified (minimum)
  • Strong paraplanning experience within financial planning
  • Excellent technical knowledge
  • Experience or exposure to inheritance tax planning, Trusts, BPR, EIS, and VCTs would be highly beneficial
  • Organised, proactive, and detail-focused
  • Someone who values culture, teamwork, and long-term career growth
  • A genuinely positive person who wants to be part of building something

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What You’ll Get

  • 38 days holiday inclusive of bank holidays
  • Hybrid working flexibility
  • Discretionary bonus scheme
  • 5% matched pension contribution
  • Private medical cover
  • Ongoing support with development and qualifications
  • A career path with real progression opportunities
  • Free parking
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Location

York, England, United Kingdom

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