IDEX Consulting Ltd
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
Paraplanner
Salary: £50,000 - £65,000 Location: Hybrid Working (2 days remote, 3 days in-office), London
About the Role
An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in central London.
This is a non-traditional Paraplanning role where you’ll work closely with financial planners, sit in on client meetings, and focus on building strong client relationships. This role offers the potential for progression into a financial advice career should that be your aspiration.
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.
Key Responsibilities
- Attend client meetings
- Draft engagement letters
- Request additional client information
- Write suitability reports
- Process formatting/changing/starting contributions & withdrawals
- Complete provider forms
- Update back office systems
- Maintain and update calculators
- Generate cash flow & rebalance reports
- Conduct rebalancing
- Review CGT (Capital Gains Tax) reports
- Perform CF (Cashflow) calculations
- Assist with phased investments
- Manage/update event lists
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements
- Must hold the Level 6 qualifications in financial planning
- Minimum of 4 years’ experience as a Paraplanner
- Strong ability to handle technical financial planning tasks & cases
- Comfortable with day-to-day client interactions and relationship building
Optional Progression Path: Potential to advance into financial advisory roles with the right experience.
For more details or to apply, click to initiate the process – we’ll be in touch soon!
“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