Hybrid Paraplanner: Technical Reports & Planning

Eden Rose; Worthing; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Parking permit paid for

Up to £47,500

Open to part time applicants

4% employer pension contribution

Death in Service cover

WPA Cash Plan (after qualifying period

Relaxed dress code

Friendly and supportive working环境

Long-term career progression机会

Job summary

Eden Rose in Worthing is seeking an experienced Paraplanner to join its collaborative financial planning team. This well-established wealth management firm provides integrated services across protection, wealth accumulation, retirement and business planning.

You will work closely with Financial Advisers, deliver high-quality technical support, produce detailed reports and help ensure clients receive top-tier financial planning advice.

Qualifications

• Ideally Level 4 Diploma qualified (or close to)
• Minimum 2 years’ paraplanning experience
• Strong technical knowledge across pensions, investments and financial planning
• Good understanding of compliance and regulatory standards
• Supervisory or mentoring experience beneficial but not essential
• A proactive approach with strong attention to detail

Responsibilities

• Deliver high-quality technical support to advisers
• Produce detailed financial planning reports
• Help ensure clients receive top-tier financial planning advice

Skills

Paraplanning experience

Pensions knowledge

Regulatory knowledge

Attention to detail

Education

Level 4 Diploma

Job description

Eden Rose in Worthing is seeking an experienced Paraplanner to join its collaborative financial planning team. This well-established wealth management firm provides integrated services across protection, wealth accumulation, retirement and business planning.

You will work closely with Financial Advisers, deliver high-quality technical support, produce detailed reports and help ensure clients receive top-tier financial planning advice.