Paraplanner

Eden Rose; Lancashire; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Hybrid Working

Job summary

Eden Rose is recruiting an experienced Paraplanner in Lancaster to deliver high-quality suitability reports, research and retirement planning support for Financial Advisers. The role offers hybrid working, a professional development pathway and a supportive team environment.

The ideal candidate has 2+ years paraplanning experience, a Level 4 Diploma in Financial Planning (or progression toward it), and strong knowledge across pensions, investments and tax planning.

Qualifications

• 2+ years paraplanning experience.
• Level 4 Diploma in Financial Planning in progress or completed.
• Strong knowledge of pensions, investments, tax planning and protection.
• Experience writing suitability reports.
• Excellent technical, analytical and communication skills.
• Organised with exceptional attention to detail.

Responsibilities

• Prepare high-quality suitability reports across pensions, investments and protection.
• Conduct technical research and product comparisons.
• Carry out cashflow modelling and retirement planning analysis.
• Research funds, platforms and providers.
• Support Financial Advisers with complex client cases and recommendations.
• Liaise with providers, advisers and administrators throughout the advice process.
• Ensure all work is completed in line with FCA regulations and company compliance standards.
• Keep up to date with legislation and industry developments.

Skills

Paraplanning

Analytical skills

Communication

Organisational skills

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Xplan

FE Analytics

Dynamic Planner

Voyant

CashCalc

Job description

Job Ref

90949

Location

Lancaster

Salary

£35,000 - £50,000 Per Annum

Employment Type

Permanent

• Location: Lancaster, Lancashire
• Type: Permanent
• Job #90949
• Salary: £35,000 - £50,000 Per Annum

About The Role

We’re working with a highly regarded, independent financial planning firm looking to appoint an experienced Paraplanner to join their growing team.

This is an excellent opportunity for a technical Paraplanner who enjoys producing high-quality suitability reports, conducting research and working closely with Financial Advisers to deliver outstanding client outcomes. The business offers a supportive environment, genuine career progression and flexible hybrid working.

Key Responsibilities

• Prepare high-quality suitability reports across pensions, investments and protection.
• Conduct technical research and product comparisons.
• Carry out cashflow modelling and retirement planning analysis.
• Research funds, platforms and providers.
• Support Financial Advisers with complex client cases and recommendations.
• Liaise with providers, advisers and administrators throughout the advice process.
• Ensure all work is completed in line with FCA regulations and company compliance standards.
• Keep up to date with legislation and industry developments.

About You

• Minimum of 2 years’ paraplanning experience.
• Level 4 Diploma in Financial Planning, or actively working towards completion.
• Strong knowledge of pensions, investments, tax planning and protection.
• Experience writing suitability reports.
• Excellent technical, analytical and communication skills.
• Organised with exceptional attention to detail.
• Experience using industry systems such as Intelligent Office, Xplan, FE Analytics, Dynamic Planner, Voyant or CashCalc would be advantageous.