Financial Divisions
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
?%
Paraplanner – Nr Bromley (office-based) – Salary up to £45,000 depending on experience and qualifications
Are you a Paraplanner ready to take the next step in your financial planning career? Our client, a well-established and growing wealth management firm, is looking for a Paraplanner to join its friendly and supportive team.
This is a genuine career-development opportunity. You'll work closely with experienced Financial Advisers and a Senior Paraplanner, with full support as you complete your Level 4 Diploma and build your technical knowledge across investments, pensions, and protection.
The role
- Prepare accurate suitability reports and letters to target deadlines
- Undertake comparative and technical research to support client recommendations
- Support the Advisers in verifying the compliance and suitability of advice
- Review clients' overall financial position from fact-find information
- Process ongoing client reviews in line with service standards
- Liaise with the administration team on the implementation of new business
- Investigate and respond accurately to client queries
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.
About you
- A minimum of 12 months' experience in paraplanning
- Working towards the Level 4 Diploma in Financial Planning (or already qualified)
- A good understanding of financial products and services, including pensions and investments
- Strong analytical skills with the ability to produce clear technical commentary
- Well-organised, with the ability to manage multiple cases at once
- A genuine desire to develop a long-term career in financial planning
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on offer
- Salary up to £45K depending on experience
- Full study support towards your Level 4 Diploma and beyond
- Structured progression towards Senior Paraplanner
- A collaborative, supportive team environment within a respected wealth management firm.
Interested? Apply today with your CV, or get in touch for a confidential conversation about this and other paraplanning opportunities – joc@financialdivisions.co.uk
“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