Paraplanner

Eden Rose; Swindon; Hybrid; GBP 34,000 - 56,000; Full time

Benefits offered by this job

Discretionary bonus

Private healthcare

Pension from day one

25 days leave

Free parking

Team socials

Job summary

Eden Rose is seeking an experienced, Diploma-qualified Paraplanner to join our growing financial planning team in Swindon, providing high-quality technical support to Financial Advisers and delivering compliant recommendations.

You will prepare suitability reports, conduct research across pensions and investments, and work with advisers and administrators to move cases smoothly, meeting deadlines while maintaining accuracy.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Minimum of 3 years' experience within an IFA environment.
• Strong paraplanning, technical research and suitability report writing.

Responsibilities

• Conduct technical research and analysis across pensions, investments and wider financial planning.
• Prepare clear, accurate and compliant suitability reports and recommendation documents.
• Review client circumstances and research appropriate financial products, providers and solutions.
• Support Financial Advisers with technical queries and complex client cases.
• Work closely with administrators to ensure cases progress smoothly and recommendations are implemented efficiently.
• Manage allocated cases proactively, maintaining high standards of accuracy and meeting deadlines.
• Keep up to date with regulatory developments and contribute to improving internal processes.

Skills

Paraplanning

Technical research

Suitability reports

Pensions knowledge

Investments knowledge

Analytical skills

Education

Level 4 Diploma in Regulated Financial Planning or equivalent

Job description

Paraplanner

Location: Swindon
Salary: Up to £56,000 + benefits
Working Pattern: Office-based initially, with hybrid working postprobation

About the Role

We are looking for an experienced, Diploma-qualified Paraplanner to join a growing financial planning business in Swindon, providing high-quality technical support to Financial Advisers and helping deliver excellent client outcomes.

This is an opportunity for a technically strong and organised professional who takes pride in producing accurate, well-researched and compliant financial planning recommendations. You'll play a key role in preparing personalised suitability reports, conducting technical research and supporting cases throughout the advice process.

Key Responsibilities

• Conduct technical research and analysis across pensions, investments and wider financial planning.

• Prepare clear, accurate and compliant suitability reports and recommendation documents.

• Review client circumstances and research appropriate financial products, providers and solutions.

• Support Financial Advisers with technical queries and complex client cases.

• Work closely with administrators to ensure cases progress smoothly and recommendations are implemented efficiently.

• Manage allocated cases proactively, maintaining high standards of accuracy and meeting deadlines.

• Keep up to date with regulatory developments and contribute to improving internal processes.

About You

• Level 4 Diploma in Regulated Financial Planning or equivalent.

• Minimum of 3 years' experience within an IFA environment.

• Strong experience in paraplanning, technical research and suitability report writing.

• Good technical knowledge of pensions and investments.

• Excellent written communication, analytical skills and attention to detail.

• Able to manage your workload, take ownership of cases and work collaboratively with advisers and administrators.

What's on Offer?

• Salary of up to £56,000, depending on experience and qualifications.

• Discretionary annual bonus

• Private healthcare and cashback plan.

• Pension from day one.

• 25 days' annual leave, plus bank holidays and an additional personal day.

• Office closure between Christmas and New Year, without using annual leave.

• Free parking and quarterly team socials.

This is an excellent opportunity to join an expanding business where you can contribute your technical expertise, help improve processes and grow alongside the team.