Financial Divisions
Paraplanner - Route to Adviser in 3 years!
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner - Route to Adviser in 3 years!
Paraplanner – Route to Adviser
£55,000 – £60,000 base + bonus + benefits Location: London
About the Role
Looking for an opportunity to work with a thriving, respected firm? A leading wealth management organisation seeks an experienced Technical Paraplanner to support a dedicated book of private clients. This role is perfect for those who:
- Enjoy working with sophisticated UK and international clients
- Aspire for technical depth, client interaction, and long-term progression
- Are detail-oriented, technically strong, and want their expertise to directly shape client outcomes
The Opportunity
As a Paraplanner, you’ll be a central player in delivering exceptional, compliant wealth management advice. This isn’t just an administrative role—you’ll:
- Collaborate closely with advisers
- Act as a subject-matter expert, providing technical insights
- Engage in client meetings, discussions, and the full advice lifecycle
- Gain deep visibility into 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
- Suitability report writing – Clear, compliant, and technically robust governance
- Wealth planning research for UK & international clients
- Annual suitability review letters – Ensuring accuracy and compliance
- Client education – Simplifying and explaining key advice features
- Cashflow modelling & long-term planning analysis
- Client risk-profiling report reviews
- Technical guidance to advisers – Supporting complex case analysis
- Client meetings, note-taking & action follow-ups
Requirements
Experience & Qualifications
- Proven foundation as a Paraplanner in wealth management
- Level 4 Diploma (essorial) – With a goal to achieve Chartered or Certified status
- 3–4 years’ experience in a similar technical support role
- Strong especially for regulatory standards
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Essential Skills
✔ Exceptional organisation and time management ✔ Clear written and verbal communication (critical for technical explanations) ✔ High discretion & professionalism (client confidentiality top priority) ✔ MS Office proficiency & mastery of financial planning tools & data modelling software ✔ Ability to work independently and collaboratively ✔ Strong interpersonal skills – Comfortable with senior stakeholder interactions ✔ Problem-solving mindset – Proactive, solution-oriented approach
Personality Fit
✨ Ideally, you’ll thrive on:
- Complex problem-solving in financial planning
- Deeper engagement rather than just back-office tasks
- Aim for career growth beyond paraplanning
🚀 If you’re looking for extraordinary opportunity—this is it.
[Ready to take the next step?] 📞 Phone: 0203 960 1110 ✉️ 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