Paraplanner: Financial Planning & Tax Strategy, Hybrid

Eden Rose; York and North Yorkshire; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

38 days holiday

Hybrid working

Discretionary bonus

Private medical cover

Development support

Career progression

Job summary

Eden Rose seeks an experienced paraplanner to join our financial planning team and help deliver outstanding client outcomes. You will prepare suitability reports and financial plans, conduct technical research on pensions, investments and protection, and support advisers with planning strategies.

Experience with inheritance tax planning, trusts and BPR is beneficial as we grow, with hybrid working and a structured development path.

Qualifications

• Paraplanning experience within financial planning.
• Excellent technical knowledge.
• Experience or exposure to inheritance tax planning, Trusts, BPR, EIS and VCTs would be highly beneficial.
• Organised, proactive and detail-focused.
• Values culture, teamwork and long-term career growth.
• A genuinely positive person who wants to be part of building something.

Responsibilities

• Preparing suitability reports and financial plans.
• Technical research across pensions, investments and protection.
• Supporting advisers with planning strategies.
• Working on inheritance tax planning cases including Trusts and BPR.
• Supporting recommendations involving EIS and VCT planning.
• Helping improve processes and efficiencies as we continue to grow.
• Collaborating with a close-knit and ambitious team.

Skills

Paraplanning experience

Technical knowledge

Inheritance tax planning

Trusts & BPR

EIS & VCT exposure

Organised

Teamwork

Job description

Eden Rose seeks an experienced paraplanner to join our financial planning team and help deliver outstanding client outcomes. You will prepare suitability reports and financial plans, conduct technical research on pensions, investments and protection, and support advisers with planning strategies.

Experience with inheritance tax planning, trusts and BPR is beneficial as we grow, with hybrid working and a structured development path.