Paraplanner

Eden Rose; North East; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Training & development

Career progression

Exposure to AI-enabled processes

Job summary

Eden Rose, a forward-thinking wealth management firm in the North East of England, seeks a Paraplanner at junior or experienced level. You will deliver high-quality financial planning support, prepare reports, and research pensions and investments to guide clients through planning journeys.

The role offers hybrid working (1–3 days in the office), ongoing training, and clear progression within a supportive team. Prior paraplanning experience is preferred but not essential.

Qualifications

• Ideally 1-2 years experience within a Paraplanning role.
• Strong understanding of pensions, investments, and financial planning.
• Experience writing suitability reports and conducting technical research.
• Excellent attention to detail and analytical skills.
• A proactive and organised approach to managing workloads.
• Confident working independently and as part of a collaborative team.
• Progress towards the Level 4 Diploma in Financial Planning would be advantageous.

Responsibilities

• Prepare suitability reports and recommendation letters.
• Complete critical yield calculations and pension transfer analysis.
• Conduct research across pensions, investments, and protection solutions.
• Support Advisers with technical planning queries and case preparation.
• Utilise modern technology and AI-enhanced workflows to improve efficiency and client outcomes.
• Ensure all documentation meets regulatory and compliance requirements.
• Assist in delivering a seamless and professional client journey from recommendation through to implementation.

Skills

Paraplanning

Pensions

Investments

Report writing

Research

Attention to detail

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

AI tools

Job description

Looking for More Than Just Another Paraplanning Role?

Are you a Junior Paraplanner ready to take the next step in your career, or an experienced Paraplanner looking for a fresh challenge within a forward thinking wealth management firm?

We're partnering with a growing and well respected financial planning practice that is investing heavily in its people, technology, and processes. This is an exciting opportunity to join a business that combines traditional financial planning values with innovative technology to deliver an exceptional client experience.

If you're looking for greater responsibility, exposure to technical work, and genuine opportunities to develop your career, we'd love to hear from you.

The Role

Working closely with experienced Advisers and the wider support team, you'll play a key role in delivering high quality financial planning support while helping clients achieve their long-term financial goals.

This position offers excellent exposure to technical financial planning work, making it ideal for someone looking to build on their existing skills and progress within the profession.

Key Responsibilities

• Prepare suitability reports and recommendation letters.
• Complete critical yield calculations and pension transfer analysis.
• Conduct research across pensions, investments, and protection solutions.
• Support Advisers with technical planning queries and case preparation.
• Utilise modern technology and AI-enhanced workflows to improve efficiency and client outcomes.
• Ensure all documentation meets regulatory and compliance requirements.
• Assist in delivering a seamless and professional client journey from recommendation through to implementation.

About You

• Ideally 1-2 years experience within a Paraplanning role.
• Strong understanding of pensions, investments, and financial planning.
• Experience writing suitability reports and conducting technical research.
• Excellent attention to detail and analytical skills.
• A proactive and organised approach to managing workloads.
• Confident working independently and as part of a collaborative team.
• Progress towards the Level 4 Diploma in Financial Planning would be advantageous.

Hybrid Working

• Flexible hybrid working arrangement.
• Typically 1-3 days per week in the office following onboarding and training.
• Supportive environment with ongoing guidance and development.

What's on Offer?

Salary of £30,000 - £35,000

Hybrid and flexible working

Supportive and established team environment

Exposure to innovative technology and AI-enhanced processes

Ongoing training and professional development

Clear progression opportunities as the business continues to grow

Interesting and varied technical work

A culture that values collaboration, development, and long-term career growth

Why Apply?

This is a fantastic opportunity to join a business that's embracing the future of financial planning while maintaining a strong focus on employee development. Whether you're looking to step up from a junior position or you're seeking a new challenge where your skills will be recognised and developed, this role offers the platform to take your career forward.