Eden Rose
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
90798
Location
Croydon
Salary
£40,000 - £45,000 Per Annum
Employment Type
Permanent
Location: Croydon, Surrey
Type: Permanent
Job #90798
Salary: £40,000 - £45,000 Per Annum
Paraplanner
Location: Croydon
Salary: Up to £45,000 DOE
Working Pattern: Office-Based, Hybrid or Remote
Start Date: August 2026 (or sooner)
Hours: 35 hours per week
The Opportunity
An established and growing financial planning firm is seeking an experienced Senior Paraplanner to join their team in Croydon. This is an excellent opportunity for a technically strong paraplanner who enjoys working on complex financial planning cases and wants to play a key role supporting a team of 3-4 Financial Advisers.
The business is bringing a significant amount of its technical paraplanning work back in-house, creating an opportunity for someone who can add real value through high-quality research, analysis and report writing across a range of sophisticated client cases.
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
- Supporting a team of 3-4 Financial Advisers with complex financial planning cases
- Conducting detailed technical research and analysis
- Preparing suitability reports and client recommendations
- Assisting with pension, investment, savings and taxation planning cases
- Undertaking cashflow modelling and financial planning analysis
- Liaising with advisers, providers and administrators where required
- Ensuring reports and recommendations are accurate, compliant and client-focused
- Contributing to the firm’s in-house technical expertise and paraplanning function
About You
To be considered, you will have:
- Minimum 4 years’ paraplanning experience
- Strong technical knowledge across:
- Investments
- Pensions
- Savings
- Taxation
- Previous experience producing high-quality suitability reports
- Experience using Intelligent Office (IO) – essential
- Experience using Dynamic Planner and/or PlannerPal – highly desirable
- Excellent report writing and research skills
- Strong attention to detail and a proactive approach
- A professional, hardworking attitude with a strong work ethic
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 £45,000
- Flexible working options – onsite, hybrid or remote
- Opportunity to work on technically challenging and rewarding cases
- Join a close-knit and collaborative financial planning team
- Play an integral role in the growth of the firm’s in-house paraplanning function
Apply Now
If you’re an experienced Paraplanner looking for a role where you’ll be trusted with complex work, have direct exposure to advisers, and make a genuine impact within a growing financial planning business, we’d love to hear from you.
Please note: Given the urgency of this requirement, candidates with short notice periods or immediate availability will be particularly welcomed.
“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