Hybrid Paraplanner — Technical Research & Reports

Eden Rose; Swindon; Hybrid; GBP 34,000 - 56,000; Full time

Benefits offered by this job

Discretionary bonus

Private healthcare

Pension from day one

25 days leave

Free parking

Team socials

Job summary

Eden Rose is seeking an experienced, Diploma-qualified Paraplanner to join our growing financial planning team in Swindon, providing high-quality technical support to Financial Advisers and delivering compliant recommendations.

You will prepare suitability reports, conduct research across pensions and investments, and work with advisers and administrators to move cases smoothly, meeting deadlines while maintaining accuracy.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Minimum of 3 years' experience within an IFA environment.
• Strong paraplanning, technical research and suitability report writing.

Responsibilities

• Conduct technical research and analysis across pensions, investments and wider financial planning.
• Prepare clear, accurate and compliant suitability reports and recommendation documents.
• Review client circumstances and research appropriate financial products, providers and solutions.
• Support Financial Advisers with technical queries and complex client cases.
• Work closely with administrators to ensure cases progress smoothly and recommendations are implemented efficiently.
• Manage allocated cases proactively, maintaining high standards of accuracy and meeting deadlines.
• Keep up to date with regulatory developments and contribute to improving internal processes.

Skills

Paraplanning

Technical research

Suitability reports

Pensions knowledge

Investments knowledge

Analytical skills

Education

Level 4 Diploma in Regulated Financial Planning or equivalent

Job description

Eden Rose is seeking an experienced, Diploma-qualified Paraplanner to join our growing financial planning team in Swindon, providing high-quality technical support to Financial Advisers and delivering compliant recommendations.

You will prepare suitability reports, conduct research across pensions and investments, and work with advisers and administrators to move cases smoothly, meeting deadlines while maintaining accuracy.