Paraplanner

Eden Rose; Bath; On-site; GBP 48,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Study support Chartered

Career progression

Employee development

Job summary

Eden Rose in Bath is seeking an experienced Paraplanner to join our Chartered Financial Planning firm. You will work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent client outcomes.

Whether you want to remain a career Paraplanner or progress to Adviser, genuine development is available, with study support towards Chartered status and a supportive team culture.

Qualifications

• Diploma Level 4 in Paraplanning or close to completion.
• Previous paraplanning experience within financial planning.
• Strong technical knowledge and report writing skills.
• Excellent attention to detail and communication skills.

Responsibilities

• Produce high-quality technical reports for clients.
• Conduct research to support financial planning analysis.
• Assist in delivering excellent client outcomes and career development.

Skills

Diploma Level 4

Paraplanning experience

Report writing

Attention to detail

Team player

Education

Diploma Level 4 in Paraplanning

Job description

Paraplanner

Bath | Hybrid

Up to £55,000 + Excellent Benefits

An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Bath.

Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo.

The Opportunity

You’ll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you’re looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available.

What We’re Looking For

• Diploma Level 4 qualified (or very close to completion)
• Previous Paraplanning experience within Financial Planning
• Strong technical knowledge and report writing skills
• Excellent attention to detail and communication skills
• A collaborative team player who enjoys delivering high-quality client outcomes

What’s on Offer

• Salary of £48,000 - £55,000 depending on experience
• Hybrid working (3 days office / 2 days home)
• Full study support towards Chartered status, including paid study leave and exam funding
• Clear career progression opportunities
• Supportive, collaborative culture with genuine investment in employee development
• Opportunity to join a growing business with long-term career prospects

If you’re an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we’d love to hear from you.