Paraplanner

Eden Rose; Gerrards Cross; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Hybrid working

28 days annual leave

3 additional days at Christmas

Bank holidays

Wellness Fridays / 12 Wellness Days

Total annual leave up to 51 days

Private Medical Insurance (PMI)

Annual bonus scheme

Life assurance

Shared parental leave

Exam support and study funding

Job summary

Eden Rose in Gerrards Cross is seeking a technically strong Paraplanner to join our team as Technical Specialist / Senior Technical Assistant. You will support Advisers with technical research, documentation and client meetings.

Hybrid working, career development and a competitive benefits package await the right candidate with 3+ years in an IFA/Financial Planning environment and a Level 4 Diploma in Financial Planning (or near completion).

Qualifications

• At least 3 years' experience within an IFA / Financial Planning environment.
• Previous paraplanning, adviser support or technical administration experience.
• Strong suitability report writing skills.
• Experience in financial planning research and technical analysis.
• Exposure to cashflow modelling.
• Experience working with DFMs.
• Knowledge of Voyant and Genovo (highly desirable).
• Strong FCA compliance knowledge.
• Excellent written and verbal communication skills.

Responsibilities

• Preparing and supporting client review and new business meetings.
• Gathering and analysing client information.
• Conducting technical research across pensions, investments and protection.
• Producing detailed suitability reports and recommendation documents.
• Undertaking cashflow modelling using Voyant.
• Using Genovo to assist with report writing and suitability documentation.
• Liaising with DFMs and product providers.
• Assisting Advisers during client meetings where appropriate.
• Ensuring all work meets regulatory and compliance standards.
• Supporting ongoing client reviews and technical planning requirements.

Skills

Paraplanning

Report writing

Technical analysis

Client interaction

Regulatory compliance

Education

Level 4 Diploma in Financial Planning (or equivalent)

Close to completing Level 4 qualification

Tools

Voyant

Genovo

Job description

Technical Specialist / Senior Technical Assistant (Paraplanner)

Location: Gerrards Cross, Buckinghamshire

Salary: Up to £40,000 per annum

Working Pattern: Hybrid Working

Are you an experienced Paraplanner or Technical Specialist looking to take the next step in your career with a highly respected financial planning business?

We're seeking a technically strong and client-focused Technical Specialist / Senior Technical Assistant (Paraplanner) to join our growing team in Gerrards Cross. This is an excellent opportunity for someone who enjoys combining technical analysis, financial planning research, and client interaction while working closely alongside Advisers and a supportive Client Services team.

With outstanding benefits, a collaborative culture, and genuine investment in professional development, this role offers the perfect environment to continue building your career within financial planning.

The Role

Supporting Advisers throughout the client journey, you'll play a key role in delivering high-quality financial planning solutions and helping clients achieve their long-term objectives.

Key responsibilities include:

• Preparing and supporting client review and new business meetings
• Gathering and analysing client information
• Conducting technical research across pensions, investments and protection
• Producing detailed suitability reports and recommendation documents
• Undertaking cashflow modelling using Voyant
• Using Genovo to assist with report writing and suitability documentation
• Liaising with Discretionary Fund Managers (DFMs) and product providers
• Assisting Advisers during client meetings where appropriate
• Ensuring all work meets regulatory and compliance standards
• Supporting ongoing client reviews and technical planning requirements

About You

We're keen to speak with individuals who have:

• At least 3 years' experience within an IFA / Financial Planning environment
• Previous experience in paraplanning, adviser support or technical administration
• Strong suitability report writing skills
• Experience of financial planning research and technical analysis
• Exposure to cashflow modelling
• Experience working with DFMs
• Knowledge of Voyant and Genovo (highly desirable)
• A strong understanding of FCA compliance requirements
• Excellent written and verbal communication skills

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent) achieved
• Or candidates who are close to completing their Level 4 qualification will also be considered

What's in it for You?

This firm offers one of the most attractive benefits packages in the market, including:

• Salary up to £40,000
• Hybrid working
• 28 days annual leave
• 3 additional days at Christmas
• Bank holidays
• Every last Friday of the month off (12 Wellness Days per year)
• Total annual leave entitlement of up to 51 days per year
• Private Medical Insurance (PMI)
• Annual bonus scheme
• Life assurance
• Shared parental leave benefits
• Full exam support and study funding