Paraplanner

Eden Rose; Bath; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

Eden Rose, a growing financial planning firm in Bath, is seeking an experienced Paraplanner to join the adviser team on a hybrid basis at Bath City Centre. The role offers the chance to shape paraplanning processes with long‑term progression and leadership opportunities as the team grows.

You will deliver high‑quality technical support across pensions, investments and protection, produce suitability reports, and support complex client cases to ensure compliant, tailored advice.

Qualifications

• Paraplanner required with proven experience in financial planning.
• Strong ability to write suitability reports for complex cases.
• Excellent pensions/investments knowledge and attention to detail.

Responsibilities

• Prepare detailed suitability reports and recommendation letters.
• Conduct technical research across pensions, investments, protection and estate planning.
• Produce cashflow modelling and financial planning analysis.
• Support advisers with complex client cases and strategies.
• Ensure files meet regulatory and compliance standards.
• Liaise with providers and investment managers as needed.
• Contribute to paraplanning process development and best practice.

Skills

Paraplanning experience

Suitability reports

Attention to detail

Pensions knowledge

Education

DipPFS / Level 4

Tools

Cashflow modelling

Financial planning software

Job description

Job Ref: 90676

Location: Bath

Salary: £40,000 - £50,000 Per Annum

Employment Type: Permanent

Location: Bath City Centre (Hybrid)

Paraplanner

Salary: Up to £50,000 + Bonus

A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team.

This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long‑term progression, with opportunities to move into senior and leadership responsibilities as the team develops.

Working closely with advisers, you will be responsible for delivering high‑quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant and tailored to client objectives.

Key Responsibilities

• Preparing detailed suitability reports and recommendation letters
• Conducting technical research across pensions, investments, protection and estate planning
• Producing cashflow modelling and financial planning analysis
• Supporting advisers with complex client cases and financial planning strategies
• Ensuring advice files meet regulatory and compliance standards
• Liaising with providers and investment managers where required
• Contributing to the ongoing development of paraplanning processes and best practice

Requirements

• DipPFS / Level 4 qualified as a minimum
• Proven paraplanning experience within a financial planning environment
• Strong suitability report writing experience
• Ability to manage complex cases independently
• Excellent technical knowledge across pensions, investments and protection
• Strong attention to detail and organisational skills