Paraplanner

Eden Rose; Tring; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Onsite parking

Job summary

Eden Rose is seeking a Paraplanner to support Financial Advisers and the back-office team in a collaborative, quality-driven firm. You will handle report writing, cashflow analysis, and evaluating financial products to ensure advisers deliver exceptional service.

The role adapts to experience level, offering a path for junior paraplanners through to more experienced candidates, with salary adjusted accordingly and onsite office in the South East region.

Qualifications

• Previous experience in a Paraplanning role within a financial planning / IFA environment.
• Completion or working towards the CII Level 4 Diploma in Financial Planning
• Technical knowledge across pensions, investments, protection and tax-based planning
• Experience using systems such as Intelligent Office, Finametrica and Genovo (or similar cashflow tools)
• Join a respected, relationship-driven financial planning firm with a local client base
• Exposure to genuinely holistic advice, not transactional sales
• Supportive team culture with strong adviser collaboration
• Opportunity to further develop technical skills and long-term career progression

Responsibilities

• Liaise with advisers to understand client objectives and take ownership of cases through to suitability report completion
• Ensure all client data, documentation, and compliance requirements are accurate, up to date, and recorded
• Assess risk profiles and review existing solutions to ensure suitability against client goals
• Conduct technical research, comparisons, and calculations (e.g. IHT, critical yield, charges) to support advice
• Prepare suitability reports, illustrations, and forecasts, ensuring timely delivery and system updates

Skills

Paraplanning

Financial analysis

Report writing

Education

CII Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Finametrica

Genovo

Job description

Tring, Hertfordshire (3-4 days a week in the office post probation)

Onsite parking

We’re working with a well-established, client-focused independent financial planning firm that is looking to appoint a Paraplanner to support its Financial Advisers and wider back-office team.

This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You’ll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality technical support and suitability reporting.

The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & Paraplanning hub from which this role will be based.

As a Paraplanner, you will support Financial Advisers and other back office team by handling report writing, cashflow analysis and comparing and evaluating financial products and investment solutions.

Duties include:

• Liaise with advisers to understand client objectives and take ownership of cases through to suitability report completion
• Ensure all client data, documentation, and compliance requirements are accurate, up to date, and recorded
• Assess risk profiles and review existing solutions to ensure suitability against client goals
• Conduct technical research, comparisons, and calculations (e.g. IHT, critical yield, charges) to support advice
• Prepare suitability reports, illustrations, and forecasts, ensuring timely delivery and system updates

They are open on the level of experience required, so you may be a Junior Paraplanner at the start of your career in Financial Planning (can support with exams), or a more experienced individual. The role and salary will be adapted accordingly.

What they're looking for:

• Previous experience in a Paraplanning role within a financial planning / IFA environment
• Completion or working towards the CII Level 4 Diploma in Financial Planning
• Technical knowledge across pensions, investments, protection and tax-based planning
• Experience using systems such as Intelligent Office, Finametrica and Genovo (or similar cashflow tools)
• Join a respected, relationship-driven financial planning firm with a local client base
• Exposure to genuinely holistic advice, not transactional sales
• Supportive team culture with strong adviser collaboration
• Opportunity to further develop technical skills and long-term career progression