Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 15 days ago

Paraplanner

RJWM21 open roles

Where
London, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowParaplannerRJWM · London, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RJWM's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.8% of postings close within 7 days. Measured by our own scanner across the market. RJWM postings stay open a median of 14 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: posted 15 days ago

RJWM median: 14 days open

The posting

Job Description

We're looking for an experienced and technically skilled Paraplanner to join our Financial Planning team. This is an excellent opportunity for a qualified paraplanning professional who enjoys working with High Net Worth clients, providing high-quality technical support to Financial Planning Advisers, and helping to deliver outstanding client outcomes.

As a key member of the team, you'll be responsible for preparing detailed client reports, undertaking technical research, supporting complex financial planning cases, and working closely with Advisers and support colleagues to ensure a seamless client experience.

This role would suit someone who thrives in a collaborative environment, enjoys mentoring others, and is committed to continuous professional development.

What You'll Be Doing:

  • Preparing and delivering high-quality suitability reports and annual review documentation for clients.
  • Providing technical support to Financial Planning Advisers across a wide range of financial planning matters.
  • Conducting product and technical research to support client recommendations.
  • Gathering, maintaining and updating client information using Intelligent Office and other systems.
  • Supporting the annual review process by providing accurate and timely information.
  • Building and maintaining strong relationships with clients and third-party providers.
  • Working closely with administration teams to ensure efficient client service delivery.
  • Managing your workflow effectively while meeting deadlines and service standards.
  • Contributing to the development and improvement of paraplanning processes and best practices.
  • Producing and assisting with management information and reporting requirements.
  • Mentoring and supporting junior team members, sharing technical knowledge and expertise.
  • Maintaining compliance with FCA regulations, internal policies, and Anti-Money Laundering requirements.

About You:

To be successful in this role, you'll bring:

  • Extensive paraplanning experience, ideally supporting High Net Worth clients.
  • A strong technical understanding across all areas of financial planning.
  • CII Level 4 qualification as a minimum, with active progression towards Level 6 and Chartered status.
  • Experience using financial planning tools, cashflow modelling software, and research systems.
  • Excellent written communication skills, with the ability to produce clear and accurate client reports.
  • Strong interpersonal skills and the ability to build trusted relationships with clients and colleagues.
  • Excellent organisational skills with the ability to manage multiple priorities simultaneously.
  • A proactive, self-motivated approach and the confidence to work independently.
  • Previous experience mentoring or coaching junior colleagues.
  • Strong Microsoft Office skills, particularly Word, Excel and PowerPoint.

Desirable:

  • Degree-level education or equivalent qualification.
  • Chartered Financial Planner status, or significant progress towards achieving it.

Why Join Us?

You'll be joining a professional and collaborative team that values technical excellence, client service, and ongoing development. We offer a supportive environment where your expertise is recognised, your career progression is encouraged, and your contribution has a genuine impact on our clients' financial futures.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against RJWM's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on RJWM's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    RJWM's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.