Paraplanner

Eden Rose; Worthing; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Mentor and onboarding

Exam and study support

Progression opportunities

Job summary

Eden Rose is seeking an experienced Paraplanner in Worthing to join its collaborative wealth management team. You will work on varied, technically interesting cases and take ownership of reports for diverse clients.

The role requires Level 4 qualification or nearing completion, strong technical knowledge, and the ability to produce high-quality, personalised suitability reports. Hybrid working and ongoing study support are offered.

Qualifications

• Paraplanner with financial services experience.
• Level 4 qualification or near completion.
• Strong technical knowledge and attention to detail.
• Ability to produce well-written, personalised suitability reports.
• Experience with IO is advantageous.
• Familiarity with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen is useful but not required.

Responsibilities

• Handle new business and investment cases.
• Manage fund switches and withdrawals.
• Conduct pension transfers and pension planning.
• Assist with IHT planning and cashflow modelling.
• Prepare suitability reports and client recommendations.
• Perform valuations and portfolio reporting.
• Carry out case planning and technical research.
• Support financial planning analysis.

Skills

Paraplanning

Attention to detail

Independent work

Education

Level 4 qualification (or near completion)

Tools

Intelligent Office IO

Job description

Paraplanner

£35,000 – £48,000

Minimum 1 day a week in the office

Are you an experienced Paraplanner looking for a role where you can work on varied, technically interesting cases while being part of a genuinely collaborative team?

Job Ref

90973

Location

Worthing

Salary

£35,000 - £50,000 Per Annum

Employment Type

Permanent

• Location: Worthing, West Sussex
• Type: Permanent
• Job #90973
• Salary: £35,000 - £50,000 Per Annum

An established and growing wealth management group is looking for an experienced Paraplanner to join its expanding support team.

This is a great opportunity for a Level 4 qualified or nearly qualified Paraplanner who enjoys working independently, taking ownership of cases and producing high-quality, personalised suitability reports.

The Role

• New business and investment cases
• Fund switches and withdrawals
• Pension transfers and pension planning
• IHT planning
• Suitability reports and personalised client recommendations
• Valuations and portfolio reporting
• Case planning and technical research
• Cashflow modelling and financial planning analysis

The team works across a number of businesses within the wider group, giving you exposure to different advisers, client requirements and approaches to financial planning.

To Be Considered For This Paraplanner Role

• Has solid Paraplanning experience within financial services
• Is Level 4 qualified or very close to completion
• Has strong technical knowledge and attention to detail
• Is confident producing well-written, personalised suitability reports
• Experience with Intelligent Office (IO)
• Experience with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen or similar would be useful, but training can be provided on different systems.

Benefits

• Salary:£35,000 – £48,000
• Hybrid working, with a minimum of 1 day per week in the office once
• Flexible approach to office/home working
• Supportive and experienced Paraplanning leadership
• Dedicated mentor and structured onboarding
• Ongoing exam and professional study support
• Genuine opportunities for progression (2 years in pp before route to advise)
• Exposure to a broad range of financial planning cases

This is a particularly good opportunity for an experienced Paraplanner who wants variety, autonomy and long-term progression. or get in touch for a confidential conversation.