Paraplanner

Eden Rose; Bristol; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

Eden Rose is seeking an experienced Paraplanner to support its advisory team in a hybrid role with at least two days in the Bristol office. You will prepare detailed suitability reports, conduct technical research across pensions, investments and protection, and assist advisers before and after client meetings.

Join a collaborative UK financial planning firm focused on holistic advice, compliance, and client service.

Qualifications

• Minimum 2 years’ paraplanning experience within a UK financial planning firm
• Strong technical knowledge across pensions, investments and protection
• Experience producing compliant suitability reports
• Familiarity with industry systems
• Strong attention to detail and organisational skills

Responsibilities

• Preparing detailed suitability reports and recommendation letters
• Supporting annual reviews and Annual Suitability Assessments
• Conducting technical research across pensions, investments and protection products
• Liaising with providers for policy information and illustrations
• Supporting advisers pre- and post-client meetings
• Maintaining accurate client records and ensuring FCA compliance
• Working closely with advisers, compliance and administration teams
• Assisting with ongoing improvements to paraplanning processes and templates

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Protection knowledge

Suitability reports

Industry systems

Attention to detail

Organisational skills

Job description

Location: Hybrid (Minimum 2 day per week in Bristol office)

A growing and well-established UK financial planning firm is looking to appoint an experienced Paraplanner to support its expanding advisory team.

This is an excellent opportunity to join a collaborative and client-focused business that provides holistic financial planning advice across pensions, investments, protection and estate planning.

Working closely with Financial Planners, you will play a key role in the preparation of suitability reports, technical research and annual client reviews, helping to deliver high-quality and compliant advice to clients.

Key Responsibilities:

• Preparing detailed suitability reports and recommendation letters
• Supporting annual reviews and Annual Suitability Assessments
• Conducting technical research across pensions, investments and protection products
• Liaising with providers for policy information and illustrations
• Supporting advisers pre- and post-client meetings
• Maintaining accurate client records and ensuring FCA compliance
• Working closely with advisers, compliance and administration teams
• Assisting with ongoing improvements to paraplanning processes and templates

Requirements:

• Minimum 2 years’ paraplanning experience within a UK financial planning firm
• Strong technical knowledge across pensions, investments and protection
• Experience producing compliant suitability reports
• Familiarity with industry systems
• Strong attention to detail and organisational skills

Apply

If you are an experienced Paraplanner looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.

If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.