Paraplanner

Eden Rose; Telscombe; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

Eden Rose in Hove, East Sussex invites applications for a Diploma-qualified Paraplanner to support financial advisers and deliver high-quality planning reports. The role is hybrid (3 days in the office, 2 days WFH) with a salary up to £45k, offering clear opportunities to progress within a well-established, fast-growing practice.

You'll gather client data, model scenarios, produce proposals, maintain records and ensure FCA compliance.

Qualifications

• Diploma required with willingness to work toward Chartered status.
• Experience supporting financial advisers and delivering compliant financial plans.
• Proficient IT skills: Word, Excel and Outlook.

Responsibilities

• Conduct financial analysis to support plan development.
• Gather and organize client financial information (income, assets, liabilities).
• Model scenarios with planning software and assess outcomes.
• Prepare investment proposals and client reports.
• Collaborate with advisers to implement tailored strategies.
• Maintain up-to-date client records and comply with FCA regulations.

Skills

Attention to detail

Analytical thinking

Communication

Teamwork

Regulatory awareness

Education

CII Level 4 Diploma

Tools

Genovo

Intellliflo Office

Job description

Paraplanner

Hove, East Sussex

Hybrid (3 days in office, 2 WFH)

Salary up to £45k

This is a great opportunity for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to business success and will enable us to continue to deliver an excellent quality of service to our growing client base and support to our financial advisers.

Role objective

We are seeking a detail-oriented and analytical Paraplanner to join our team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.

Duties & responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organise client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customised financial strategies.
• Stay abreast of industry trends, regulations and changes in financial markets.
• Research financial products and investment opportunities.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate and up-to-date client records.

Company compliance

• Ensuring all tasks are carried out within FCA regulatory requirements.
• Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process.
• Recording all correspondence.
• Ensuring that all dealings with clients are of an appropriate and entirely factual nature.
• Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company.

Person specification

Qualifications

• To hold the CII Level 4 Diploma or equivalent. Desire to work towards Chartered status will be fully supported.

Knowledge and experience

• Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable).
• Ability to perform basic tax calculations.
• Experience in maintaining good working relationships in the delivery of financial advice services or a similar environment.
• Ability to acquire, update and apply new skills and knowledge.
• Set your own goals and want to deliver agreed targets.

IT skills

• Competent IT skills, including Word, Excel and Outlook.
• Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform roles and manage client data efficiently and consistently in line with internal processes.

Financial skills

• Ability to analyse financial issues and offer sound, reliable and professional advice.
• Ability to assess information, make comparisons and identify critical features.
• Ability to collate and present financial information.
• Ability to understand and analyse financial and non-financial data.

Personal skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer.
• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
• Flexibility: The flexibility for and commitment to continual service development and improvement.
• Be able to work within defined business processes.