Paraplanner

Eden Rose; Wilmslow; On-site; GBP 35,000 - 48,000; Full time

Job summary

Eden Rose is looking to appoint an experienced Paraplanner to join its growing financial planning team in Wilmslow, United Kingdom. You will provide specialist technical support across the advice process, working closely with Client Managers to deliver high-quality outcomes for clients.

The role is newly established, offering an opportunity to contribute to research, analysis and documentation while ensuring compliance with FCA requirements.

Qualifications

• Previous experience within a Paraplanning role.
• Strong technical knowledge across pensions and investments.
• Excellent report writing and analytical skills.
• Strong attention to detail and organisation.
• Good understanding of FCA requirements.
• Level 4 qualification or working towards this.

Responsibilities

• Prepare research, analysis and suitability documentation
• Support Client Managers with technical financial planning work
• Research pensions, investments and wider planning solutions
• Assist with complex client cases and recommendations
• Ensure client files and documentation are accurate and compliant
• Support the preparation and implementation of advice
• Work closely with the wider financial planning team

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Report writing

Analytical skills

Attention to detail

FCA regulations understanding

Education

Level 4 qualification

Job description

We’re working with a growing, established financial planning business that is looking to appoint an experienced Paraplanner to join its team.

The business provides holistic financial planning and investment management services, with a strong focus on delivering high-quality advice and client outcomes.

This is a newly established Paraplanner position, working closely with Client Managers and providing specialist technical support across the advice process.

The Role

• Prepare research, analysis and suitability documentation
• Support Client Managers with technical financial planning work
• Research pensions, investments and wider planning solutions
• Assist with complex client cases and recommendations
• Ensure client files and documentation are accurate and compliant
• Support the preparation and implementation of advice
• Work closely with the wider financial planning team

About You

• Previous experience within a Paraplanning role
• Strong technical knowledge across pensions and investments
• Excellent report writing and analytical skills
• Strong attention to detail and organisation
• Good understanding of FCA requirements
• Level 4 qualification or working towards this