Hybrid Paraplanner: Growth & Flexible Benefits

Eden Rose; Market Harborough; Hybrid; GBP 25,000 - 42,000; Full time

Benefits offered by this job

Birthday day off

Early finish Friday at 2:15pm

28 days holiday + bank holidays

Income protection 5 years

Pirkx discounts & GP access

4x salary death in service

5% matched pension

Academy for progression

Job summary

Eden Rose is seeking an experienced Paraplanner for a hybrid role in Market Harborough with a salary up to £42,000. You will support Financial Planners by preparing client files, building cash flow models, and drafting suitability reports.

The role offers flexible home working, dedicated career progression through the Academy, and a comprehensive benefits package including pension, income protection, and birthday time off.

Qualifications

• Solid understanding of the financial planning process.
• Strong knowledge of pensions, investments, IHT planning, tax and protection.
• Excellent suitability report writing skills.
• Commitment to staying updated on product, technical and regulatory changes.

Responsibilities

• Preparing and maintaining client files and reviews.
• Building cash flow models.
• Crafting recommendations and suitability reports.
• Identifying areas for financial planning.
• Conducting independent research and collaborating with Financial Planners to find suitable solutions.

Skills

Financial planning knowledge

Suitability/report writing

Cash flow modelling

Research & collaboration

Job description

Eden Rose is seeking an experienced Paraplanner for a hybrid role in Market Harborough with a salary up to £42,000. You will support Financial Planners by preparing client files, building cash flow models, and drafting suitability reports.

The role offers flexible home working, dedicated career progression through the Academy, and a comprehensive benefits package including pension, income protection, and birthday time off.