Leeds Paraplanner – Wealth Management Technical Research

Eden Rose; West Yorkshire; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Annual discretionary bonus

Employer pension contribution

Job summary

Eden Rose is recruiting an experienced Paraplanner to join its technical team in Leeds, supporting Financial Advisers with detailed suitability reports and research. You will produce high-quality analysis across pensions, investments and tax planning, ensure FCA/compliance standards, and contribute to crafting tailored advice for a diverse client base.

The role offers clear progression and exam support in a collaborative environment.

Qualifications

• Paraplanner experience in IFA or Wealth Management.
• Diploma Level 4 or higher.
• Strong analytical and report-writing skills.
• Proficiency with financial planning software.

Responsibilities

• Prepare detailed and compliant suitability reports across pensions, investments, protection and estate planning.
• Conduct technical research on financial products and providers.
• Analyse client information and make recommendations based on client objectives.
• Review existing portfolios and undertake fund and product comparisons.
• Perform cashflow modelling where appropriate.
• Liaise with advisers, providers and administration teams to ensure a smooth advice process.
• Ensure all recommendations comply with FCA regulations and internal compliance procedures.
• Maintain accurate client records using the firm's back-office CRM.
• Support advisers with pre and post-meeting preparation.
• Keep up to date with industry, legislative and regulatory changes.

Skills

Paraplanner exp

Pensions knowledge

Investments knowledge

Report writing

Attention to detail

Education

Diploma Level 4

Tools

Intelligent Office IO

Xplan

Wealthcraft

Job description

Eden Rose is recruiting an experienced Paraplanner to join its technical team in Leeds, supporting Financial Advisers with detailed suitability reports and research. You will produce high-quality analysis across pensions, investments and tax planning, ensure FCA/compliance standards, and contribute to crafting tailored advice for a diverse client base.

The role offers clear progression and exam support in a collaborative environment.