Paraplanner

Eden Rose; Hooton Pagnell; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Death in service cover

Life insurance

Quarterly social events

Hybrid working

Job summary

Eden Rose Wealth Management is seeking an experienced Senior/Technical Paraplanner to join its growing team. You will support advisers with retirement planning, investments, trust and inheritance tax planning, delivering high quality advice to clients.

The role offers hybrid working (3 days in the office, 2 at home if required), a supportive culture with outstanding staff retention and a competitive salary from £45,000+ DOE.

Qualifications

• Previous Paraplanning experience within financial planning/wealth management.
• Strong technical knowledge across pensions, investments and protection.
• Experience of trust and inheritance tax planning would be highly advantageous.
• A career paraplanner looking to develop within the role.
• Diploma qualified or working towards Level 4 preferred.

Responsibilities

• Work closely with experienced advisers to deliver high quality advice to clients.
• Support complex financial planning work across retirement, investments, trust and inheritance tax planning.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Protection knowledge

Inheritance tax planning

Education

Diploma level 4 or equivalent

Job description

£45,000+ DOE | Outstanding Benefits Package

Are you an experienced Paraplanner looking for a long term career within a highly respected wealth management firm?

We're working with a well established financial planning business with an exceptional reputation, seeking a Senior/Technical Paraplanner to join their growing team. This is an opportunity for a career paraplanner who enjoys the technical side of financial planning and wants to be part of a collaborative, supportive environment where people genuinely stay for the long term.

The role offers exposure to a broad range of complex financial planning work, including retirement planning, investments, trust planning, inheritance tax planning and wider wealth management strategies. You'll work closely with experienced advisers and play a key role in delivering high quality advice to clients.

What's on offer?

• Salary from £45,000+ depending on experience
• Hybrid working available (3 days office / 2 days home if required)
• Death in service cover
• Life insurance
• Quarterly company social events
• Supportive team culture with outstanding staff retention
• Genuine long term career opportunity within an established and growing firm

What we're looking for:

• Previous Paraplanning experience within financial planning/wealth management
• Strong technical knowledge across pensions, investments and protection
• Experience of trust and inheritance tax planning would be highly advantageous
• A career paraplanner looking to develop within the role
• Diploma qualified or working towards Level 4 preferred