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AMG Wealth, Senior Partner Practice of St. James’s Place

Senior paraplanner

Derby
Posted about 20 hours ago
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Senior Paraplanner Diploma Qualified

At AMG Wealth, we're building something different. We are a close-knit, ambitious team that genuinely cares about our clients and each other. Our culture is built on trust, collaboration, continuous improvement, and delivering exceptional outcomes. We believe the best financial planning comes from combining technical excellence with meaningful human relationships.

You'll work in an environment where your expertise is valued, your ideas are welcomed, and your contribution has a direct impact on both the business and the lives of our clients. We encourage innovation, embrace technology, and continually look for better ways to serve clients and improve how we work.

This is an opportunity to be part of a business that has grown through reputation and referrals, where quality is valued over quantity and long-term relationships matter more than short-term targets.

What We Offer

  • Competitive salary based on experience and qualifications.
  • A clear pathway for career progression and professional development.
  • Support towards further qualifications, including Chartered status.
  • Exposure to complex and rewarding financial planning cases.
  • Direct access to experienced advisers and senior decision-makers.
  • A collaborative, team-oriented environment where everyone has a voice.
  • Modern systems and a commitment to using technology and AI to enhance efficiency and client outcomes.
  • The opportunity to help shape processes and contribute to the future growth of the business.
  • A supportive culture that recognises achievement, encourages personal growth, and celebrates success together.
  • The satisfaction of working with clients and families across generations, helping them achieve their lifelong goals and create lasting legacies.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

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.

Our Culture

We believe that great businesses are built by great people.

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Our team is passionate and caring about financial planning and committed to making a genuine difference in our clients' lives. We work hard, support one another, and take pride in delivering advice that creates confidence, clarity, and peace of mind.

We are looking for someone who shares our values:

  • Putting clients first in everything we do.
  • Taking ownership and pride in the quality of our work.
  • Striving for continuous learning and improvement.
  • Embracing innovation and new ideas.
  • Working collaboratively and positively as part of a team.
  • Building trusted, long-term relationships.

You must possess a diploma in financial planning and have over 3 years' experience in drawdown and IHT.

If you're looking for a role where you can develop professionally, contribute meaningfully, and be part of a team that genuinely enjoys what it does, AMG Wealth offers a unique opportunity to build a rewarding long-term career.

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Skills

Financial Planning
Drawdown
Inheritance Tax (IHT)
Technical Excellence
Client Relationship Management
Case Management
Innovation
Collaboration

Location

Derby, England, United Kingdom

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