Paraplanner

Eden Rose; Greater London; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Exam support

Flexible working

Career backing

Job summary

Eden Rose is seeking an experienced Paraplanner in Central London with hybrid working. You will join a technical team of paraplanners, handling high-quality suitability reports and robust financial planning solutions across a pooled client base.

Progression is available towards Senior Paraplanner or Adviser, with strong leadership and a long-term view to develop the paraplanning function. Excellent exam support and flexible working are offered.

Qualifications

• Solid Paraplanning experience within an IFA / wealth management firm.
• Grounding in IFA Administration.
• Diploma qualified with clear interest in progressing to Chartered.
• Experience producing written financial advice and suitability reports.
• Whole-of-market research experience.
• Strong understanding of compliance and advice processes.
• Able to work independently and manage multiple cases.

Responsibilities

• Producing high-quality suitability reports for adviser sign-off.
• Interpreting client data and translating it into robust financial planning solutions.
• Conducting whole-of-market research across pensions, investments, and tax planning.
• Carrying out cashflow modelling and complex calculations.
• Supporting advisers and senior paraplanners on client cases.
• Contributing to wider technical and research projects within the business.
• Maintaining compliance standards and accurate client records.
• Building close working relationships with advisers and the technical team.

Skills

Paraplanning experience

Independent working

Client-focused approach

Education

Diploma in Financial Planning

Tools

Voyant

CashCalc

FE Analytics

XPLAN

Excel

Job description

Paraplanner, Central London | Hybrid Working

An established, Chartered, independent wealth management firm with a strong client base of legal professionals is entering an exciting phase of growth and is now looking to hire an experienced Paraplanner to join it's technical team of 3 other Paraplanners.

This hire comes at a key point for the business, with the paraplanning and administration functions being reshaped to create clearer career paths, stronger technical support, and more engaging paraplanning roles.

You’ll be joining a paraplanning team working on a pooled basis rather than pods, meaning exposure to a wide variety of clients and cases rather than being tied to a single adviser.

There is strong leadership in place, and a genuine commitment to developing the paraplanning function long-term. Progression is available into Senior Paraplanner or Adviser in the future.

Role Responsibilities:

• Producing high-quality suitability reports for adviser sign-off
• Interpreting client data gathered by advisers and translating it into robust financial planning solutions
• Conducting whole-of-market research across pensions, investments, and tax planning
• Carrying out cashflow modelling and complex calculations
• Supporting advisers and senior paraplanners on a range of client cases
• Contributing to wider technical and research projects within the business
• Maintaining strong compliance standards and accurate client records
• Building close working relationships with advisers and the wider technical team

Requirements:

• Solid Paraplanning experience within an IFA / wealth management firm
• Must have a grounding in IFA Administration
• Diploma qualified with a clear interest in progressing to Chartered
• Solid experience producing written financial advice and suitability reports
• Whole-of-market research experience
• Strong understanding of compliance and advice processes
• Comfortable working independently and managing multiple cases
• Experience with systems such as Voyant, CashCalc, FE Analytics, Xplan, and Excel is advantageous

Working Pattern & Package

Salary: £50,000 – £60,000 (depending on experience and qualifications)

Hybrid working: After a 3-month probation, minimum 3 days per week in the office

Generous benefits package including exam support, flexible working, and strong long-term career backing