Financial Divisions
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
Paraplanner £55,000 – £60,000 base + bonus + benefits | London
A highly respected, prestigious wealth management firm is seeking an experienced Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression. If you’re detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.
The Opportunity
As a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. Responsibilities include:
- Collaborating closely with advisers
- Serving as a technical subject-matter expert
- Supporting clients through a wide range of planning scenarios – not limited to backend operations
- Engaging in client meetings, technical discussions, and the full advice lifecycle
- Gaining visibility across complex client relationships
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
- Writing clear, compliant, and technically robust suitability reports
- Conducting wealth planning research for UK & international clients
- Preparing annual suitability review letters
- Ensuring clients understand key features of the advised financial plans
- Producing cashflow models and long-term planning analysis
- Reviewing client risk-profiling reports
- Supporting advisers with technical analysis and case guidance
- Attending client meetings, taking notes, and following up on actions
Requirements & Criteria
Experience & Qualifications
- Proven experience as a Paraplanner within wealth management
- Holding or working towards a Level 4 Diploma in Financial Planning (essential)
- 3–4 years’ experience in a similar role (ideal)
- Desire to achieve Chartered or Certified status
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Skills & Attributes
- Strong organisational and time-management skills
- Excellent written and verbal communication
- High level of discretion and professionalism
- Proficiency in Microsoft Office and collaborative tools
- Ability to work independently and collaboratively
- Strong interpersonal skills, proactive, solution-oriented mindset
- Comfortable interacting with senior stakeholders and external clients
Technical Competencies
- Deep understanding of financial planning processes and compliance
- Ability to deliver accurate work under pressure
- Experience in report writing and technical analysis
- Proficiency with financial planning tools and modelling software
- Confident ability to act as a technical point of contact for clients and providers
Interested? Get in Touch 📞 Phone: 0203 9601110 ✉ Email: lauraw@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
Skills
Location