Paraplanner – Flexible Hours, Chartered Path, Hybrid Role

Eden Rose; Fleet; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Flexible hours

Hybrid/Office options

Pension

Death in Service

Free parking

Progression towards Chartered status

Genuine progression opportunities

Job summary

Eden Rose invites a Paraplanner to join a friendly independent financial planning firm near Fleet. You’ll work closely with one senior adviser, support the advisory process and help deliver high‑quality suitability reports.

Flexible hours and hybrid/office options are available to suit your needs, with ongoing support to progress professional qualifications. Salary £35,000–£45,000 per year, permanent role, part-time accepted; full or part-time arrangements plus progression toward Chartered

Qualifications

• Level 4 Diploma in financial planning or actively studying (CII/CISI/LIBF).
• Paraplanning experience within an IFA or wealth management firm.
• Strong knowledge of pensions, investments and tax planning.
• Experience producing suitability reports.
• Comfortable using financial planning software (training available).

Responsibilities

• Research solutions and produce high-quality suitability reports.
• Be a trusted part of the advice process and discuss ideas with two senior paraplanners.
• Support the progression of client outcomes through diligent analysis.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Tax planning knowledge

Report writing

Education

Level 4 Diploma

CII/CISI/LIBF study

Tools

Financial planning software

Job description

Eden Rose invites a Paraplanner to join a friendly independent financial planning firm near Fleet. You’ll work closely with one senior adviser, support the advisory process and help deliver high‑quality suitability reports.

Flexible hours and hybrid/office options are available to suit your needs, with ongoing support to progress professional qualifications. Salary £35,000–£45,000 per year, permanent role, part-time accepted; full or part-time arrangements plus progression toward Chartered