Paraplanner

Eden Rose; Basingstoke; On-site; GBP 35,000 - 52,000; Full time

Job summary

Eden Rose in the United Kingdom is seeking an experienced Paraplanner to join their growing technical team, supporting Financial Advisers with technical research and high‑quality client outcomes. You will prepare FCA‑compliant suitability reports, build cashflow models and retirement planning analyses, research funds and platforms, and liaise with advisers and clients to progress cases efficiently.

This is an excellent opportunity for a technically minded professional who values accuracy,

Qualifications

• Previous experience as a Paraplanner within an IFA or financial planning firm.
• Level 4 Diploma in Financial Planning (or working towards).
• Strong knowledge of pensions, investments, protection and tax planning.
• Experience writing suitability reports.
• Excellent attention to detail and analytical skills.

Responsibilities

• Prepare high-quality, FCA-compliant suitability reports.
• Conduct technical research across pensions, investments, protection, tax and estate planning.
• Produce cashflow models and retirement planning analysis.
• Research funds, providers and investment platforms.
• Prepare annual review documentation and client meeting packs.
• Liaise with advisers, providers and clients to progress cases efficiently.
• Maintain accurate client records and ensure all documentation meets regulatory requirements.
• Keep up to date with legislative and industry developments.
• Support advisers with complex technical queries and recommendations.

Skills

Paraplanner experience

Attention to detail

Analytical skills

Communication skills

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Xplan

FE Analytics

Voyant

CashCalc

Dynamic Planner

Job description

We're working with a highly regarded independent financial planning firm looking to appoint an experienced Paraplanner to join their growing technical team.

This is an excellent opportunity for a technically minded individual who enjoys delivering high-quality client outcomes. You'll work closely with Financial Advisers, providing technical support across a broad range of financial planning areas while playing a key role in the advice process.

Key Responsibilitie

• sPrepare high-quality, FCA-compliant suitability reports
• .Conduct technical research across pensions, investments, protection, tax and estate planning
• .Produce cashflow models and retirement planning analysis
• .Research funds, providers and investment platforms
• .Prepare annual review documentation and client meeting packs
• .Liaise with advisers, providers and clients to progress cases efficiently
• .Maintain accurate client records and ensure all documentation meets regulatory requirements
• .Keep up to date with legislative and industry developments
• .Support advisers with complex technical queries and recommendations

About Yo

• uPrevious experience as a Paraplanner within an IFA or financial planning firm
• .Level 4 Diploma in Financial Planning (or working towards completion)
• .Strong technical knowledge of pensions, investments, protection and tax planning
• .Experience writing suitability reports
• .Excellent attention to detail and analytical skills
• .Strong communication and organisational abilities
• .Experience using systems such as Intelligent Office, Xplan, FE Analytics, Voyant, CashCalc or Dynamic Planner is advantageous