Corbel Partners
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Corbel Partners supports financial advisers through every stage of their professional journey, helping them focus on what is best for their clients and their own long-term success. The organization is highly trusted by its community, with 100% of members indicating they would recommend Corbel Partners to other advisers.
Role Description
The Paraplanner role at Corbel Partners is a full-time remote position focused on supporting financial advisers with high-quality paraplanning work. Day-to-day responsibilities include:
- Conducting research and analysis on investments and financial products
- Drafting clear, compliant reports and recommendations
- Preparing supporting paperwork
The use of SelectaPension and Cashcalc would be helpful.
The Paraplanner will collaborate closely with advisers to interpret objectives, model financial scenarios, and document advice in line with regulatory and internal standards. There's a big and very supportive team of 30 Paraplanners who work together effectively to support the network.
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.
Package
- Salary: £38,135 for diploma level paraplanners (negotiable for advanced exams)
- Pension: full 8% contribution per year
- Death in service: 2x salary
- PMI: taxable benefit in kind
- Holidays: 20 + Bank Hols + Birthday + we close over Christmas
- Exams: CII membership and first exam sittings up to Chartered/Fellow.
Qualifications
- Level 4 Diploma is essential.
- 2 years experience as a paraplanner.
- Must live in Great Britain.
- Working towards Chartered/Advanced a preference.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Candidates should possess strong skills in Financial Planning and Finance, with the ability to interpret client goals and develop suitable strategies.
Candidates should possess solid Analytical Skills to assess client data, model scenarios, and evaluate the suitability of recommendations.
Candidates should possess a good understanding of Investments, including risk profiles, product types, and fund options.
Candidates should possess excellent Report Writing abilities, with clear, concise, and compliant documentation of advice and recommendations.
Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a remote environment are essential.
Effective communication skills and experience collaborating with financial advisers.
“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
Location