Junior Paraplanner / Office Manager

Eden Rose; Luton; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

5% employer pension contribution

Life cover

Funded professional qualifications

Career progression

Job summary

Eden Rose is seeking a Junior Paraplanner / Office Manager in Luton, offering hybrid work (2-3 days in the office) and a salary up to £45,000 depending on experience. The role blends office administration, client servicing, and paraplanning support within a growing independent wealth management practice.

You may have IFA admin, client services or paraplanning experience, with a knack for organisation and a willingness to develop technical knowledge. Diploma holders are welcome.

Qualifications

• Experience in IFA Administration, Client Services or Paraplanning
• Willingness to learn and develop technical knowledge
• Knowledge of back-office systems (Intelligent Office or similar)

Responsibilities

• General office management and administration
• Support Financial Advisers with appointments and client servicing
• Manage client records and back-office systems
• Load and update client information in IO
• Prepare documentation and support the advice process
• Assist with paraplanning and technical research
• Improve operational efficiency as the business grows
• Provide key support across the wider team

Skills

Organisational skills

Communication skills

Multitasking

Education

Diploma (welcomed, not essential)

Tools

Intelligent Office

Job description

Junior Paraplanner / Office Manager

Luton, Bedfordshire
Hybrid Working (2-3 Days Office Based)
Up to £45,000+ DOE

An exciting opportunity has arisen to join a growing and ambitious independent wealth management practice in Luton. This is a varied hybrid role combining office management, client administration and paraplanning support, making it ideal for someone who enjoys a broad position with genuine career development opportunities.

Whether you’re an experienced IFA Administrator looking to transition into paraplanning, a Junior Paraplanner seeking greater responsibility, or an established professional who enjoys a mixed operational and technical role, this could be an excellent long-term opportunity.

The Opportunity

You’ll play a key role in supporting a team of Financial Advisers while helping to maintain the smooth day-to-day running of the business. As the firm continues to grow, you’ll have the opportunity to influence processes, develop your technical knowledge and progress your career in a direction that suits your ambitions.

The business is committed to investing in its people and is happy to fund relevant industry qualifications and professional development.

Key Responsibilities

• General office management and administration
• Supporting Financial Advisers with appointments and client servicing
• Managing client records and maintaining back-office systems
• Loading and updating client information within Intelligent Office
• Preparing documentation and supporting the advice process
• Assisting with paraplanning and technical research where appropriate
• Helping to improve operational efficiency as the business grows
• Acting as a key support function across the wider team

About You

We’re keen to speak with individuals who have experience within the financial planning, wealth management or IFA sector and who enjoy a varied role.

You may have:

• Experience in IFA Administration, Client Services or Paraplanning
• Knowledge of Intelligent Office (IO) or similar back-office systems
• Strong organisational and communication skills
• The ability to manage multiple priorities and switch between tasks
• A willingness to learn and develop your technical knowledge
• Previous paraplanning experience (desirable but not essential)

Diploma-qualified candidates are welcomed, although qualifications are not essential for the right individual.

What's on Offer?

• Salary up to £45,000, with flexibility for exceptional candidates
• Hybrid working (2-3 office days per week)
• 25 days annual leave
• 5% employer pension contribution
• Life cover
• Funded professional qualifications and ongoing training
• Clear progression opportunities into Paraplanning or Financial Advice
• Opportunity to join a growing business at an exciting stage of expansion

Location

Luton (Capability Green area)

Hybrid working is available, with attendance in the office required 2-3 days per week.

If you’re looking for a role that offers variety, career progression and the opportunity to grow alongside an expanding financial planning business, we’d love to hear from you.