Paraplanner

Eden Rose; Bedford; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A well-established financial services firm in Bedfordshire is seeking an experienced Senior Paraplanner to join their team. This role offers a salary between £45,000 and £50,000, along with hybrid working options after probation. You'll have direct involvement in client meetings and be pivotal in the financial planning process. The ideal candidate will have a Level 4 Diploma and experience in a Financial Services Practice with a focus on client-centric service. Additional perks include exam support and comprehensive benefits.

Benefits

Hybrid Working (after probation)

25 Days Annual Leave

Parking Provided

Exam Support

Birthday off

5% ee, 5% er contributions

Qualifications

• Previous experience within a Financial Services Practice.
• Strong analytical skills and ability to work collaboratively.
• Excellent communication skills for client interactions.

Responsibilities

• Support Advisers by participating in client meetings.
• Assist in the full financial planning process.
• Provide mentorship to junior staff when needed.

Skills

Client relationship management

Attention to detail

Time management

Education

Level 4 Diploma Qualified

Tools

Intelligent Office

Job description

Senior Paraplanner – Bedfordshire

£45,000 - £50,000 with parking

An excellent opportunity is available for an experienced Senior Paraplanner to join a well‑established and busy Financial Services Practice in Bedford. This small but growing firm has built a strong reputation in the industry, offering highly personalised financial planning and investment management services with a client‑centric approach.

This is a key position within the business, working closely with the Managing Director and three Financial Advisers. You will have the chance to sit in on client meetings and be involved in the full financial planning process as a key support to the Advisers.

The company are aiming to stay up to date by implementing the latest technology, including utilising Financial Planning Artificial Intelligence. They are on a growth trajectory with additional hires planned across the year.

What’s on Offer?

• £45,000 - £50,000
• Exam Support
• 5% ee, 5% er
• Hybrid Working (after probation)
• Parking Provided
• 25 Days Annual Leave, Birthday off, plus Bank Holidays
• Direct exposure to client meetings and mentorship from the MD
• Opportunity to train a Junior person

To be considered, you'll have :

• Level 4 Diploma Qualified
• Previous experience within a Financial Services Practice
• Ideally experience using Intelligent Office back office system, or sim...