Junior Paraplanner — Path to Financial Adviser (Bath | Hybrid)

Eden Rose (United Kingdom); Bath; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

Career progression

Supportive team environment

Professional development opportunities

Job summary

Eden Rose is seeking a Junior Paraplanner to join its expanding Chartered Financial Planning team in Bath. The role offers a clear development path with potential progression into an Adviser position and internal advancement within the business.

You will work alongside experienced Paraplanners and Financial Planners, supporting client report preparation, research and technical tasks while building your paraplanning knowledge and skills in a collaborative environment.

Qualifications

• Previous experience within Financial Planning, paraplanning.
• Some financial planning exams completed, or actively working towards Level 4 Diploma.
• Full Diploma Level 4 is advantageous.
• Strong attention to detail and willingness to learn.
• Good communication and organisational skills.
• Positive, team-focused approach and genuine interest in developing within Financial Planning.

Responsibilities

• Support the preparation of client reports, research and technical work.
• Develop paraplanning knowledge and skills while progressing within the team.

Skills

Attention to detail

Communication skills

Organisational skills

Team-focused mindset

Education

Diploma Level 4

Job description

Eden Rose is seeking a Junior Paraplanner to join its expanding Chartered Financial Planning team in Bath. The role offers a clear development path with potential progression into an Adviser position and internal advancement within the business.

You will work alongside experienced Paraplanners and Financial Planners, supporting client report preparation, research and technical tasks while building your paraplanning knowledge and skills in a collaborative environment.