Financial Divisions
Paraplanner - Progressive role
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
Hybrid Working | Full-Time
£40,000 - £55,000 OTE + Bonus Structure & Benefits
The Opportunity
A fantastic opportunity has arisen to join a growing and successful financial planning practice as a Partner Support Specialist / Paraplanner.
This is a key role within the business, offering the chance to work closely with experienced advisers, support high-quality client outcomes, and become an integral part of a practice that is continuing to expand through referrals and exceptional client service.
You'll be responsible for providing comprehensive technical, administrative, and client support, ensuring the advice process runs smoothly while maintaining the highest standards of accuracy, professionalism, and compliance.
The Role
Working alongside the Practice Partner and advisers, you'll support the delivery of tailored financial planning solutions, helping to create an outstanding experience for clients from onboarding through to ongoing reviews.
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
- Prepare suitability reports, client recommendations, and supporting documentation
- Conduct research and analysis to support financial planning advice
- Liaise with clients, providers, and third parties both verbally and in writing
- Maintain accurate client records and ensure all documentation meets FCA compliance requirements
- Support advisers with meeting preparation, follow-up actions, and diary management
- Manage client onboarding and ongoing servicing processes
- Ensure all work is completed to a consistently high standard with excellent attention to detail
About You
We're looking for a highly organised and proactive individual who enjoys working in a client-focused environment and takes pride in delivering exceptional service.
Experience & Skills Required
- Previous experience within Financial Services is essential
- Experience in a Paraplanning, Adviser Support, or Client Support role
- Excellent verbal and written communication skills
- Strong organisational abilities and attention to detail
- Ability to manage multiple priorities and deadlines effectively
- A professional, proactive, and client-focused approach
- Good understanding of FCA compliance requirements and financial planning processes
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on offer
- Salary: £40,000 - £55,000 OTE
- Quarterly Personal Performance Bonus: £500 per quarter
- Paraplanning Bonus: £100 per Retirement Transfer or IHT case
- Pension: 5% Employee and Employer Contributions via Salary Sacrifice
- Holiday: 25 Days Annual Leave plus Public Holidays
- Hybrid Working
- Genuine Career Progression Opportunities within a growing and successful practice
📩 Apply now or contact me directly for a confidential conversation.
📱 07754 333988
📧 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