Paraplanner

Eden Rose; Chorley; On-site; GBP 36,000 - 48,000; Full time

Job summary

Eden Rose is seeking a Level 4 qualified Paraplanner to join its Chorley wealth management team. The role focuses on providing technical and report-writing support to Financial Advisers, with emphasis on complex planning cases and delivering high-quality client outcomes.

Key responsibilities include preparing suitability reports, analysing client circumstances, building cash flow models, and supporting investment, pension, retirement, tax and IHT planning while ensuring compliant,

Qualifications

• Level 4 Diploma in Financial Planning
• 2+ years paraplanning experience
• Strong technical, analytical and report-writing skills
• Excellent attention to detail and organisation
• Good understanding of FCA and compliance requirements

Responsibilities

• Prepare suitability reports and client recommendations
• Analyse client circumstances and financial planning needs
• Build and update cash flow models
• Support investment, pension, retirement, tax and IHT planning
• Manage client files and ensure records remain accurate and compliant
• Prepare annual reviews and supporting documentation
• Liaise with clients, providers and professional advisers
• Support advisers throughout the advice process
• Assist and provide technical support to junior Paraplanners

Skills

Technical skills

Analytical thinking

Report writing

Attention to detail

Organisation

Education

Level 4 Diploma in Financial Planning

Job description

A growing UK wealth management business is looking to appoint a Level 4 qualified Paraplanner to join its Chorley team.

The role will provide technical and report-writing support to Financial Advisers, with a strong focus on complex financial planning cases and delivering high-quality client outcomes.

Responsibilities

• Prepare suitability reports and client recommendations
• Analyse client circumstances and financial planning needs
• Build and update cash flow models
• Support investment, pension, retirement, tax and IHT planning
• Manage client files and ensure records remain accurate and compliant
• Prepare annual reviews and supporting documentation
• Liaise with clients, providers and professional advisers
• Support advisers throughout the advice process
• Assist and provide technical support to junior Paraplanners

Requirements

• Level 4 Diploma in Financial Planning
• 2+ years’ Paraplanning experience
• Strong technical, analytical and report-writing skills
• Excellent attention to detail and organisation
• Good understanding of FCA and compliance requirements