Paraplanner: Holistic Financial Planning Specialist

Eden Rose; Kettering; On-site; GBP 36,000 - 48,000; Full time

Job summary

Eden Rose in Kettering seeks a Paraplanner to support the Financial Planning team in delivering compliant, high-quality advice. You will develop cash flow models and prepare recommendations, letters, and reports as part of the holistic planning process.

Ideal candidates have a Diploma in Financial Planning (or equivalent), a minimum of four years' industry experience, and strong analytical, administrative, and communication skills.

Qualifications

• Diploma in Financial Planning (or equivalent) required.
• Minimum four years' industry experience preferred.
• Excellent analytical, organized, and reporting abilities.
• Strong written and verbal communication skills.
• Commitment to ongoing professional development (CPD) and regulatory knowledge.

Responsibilities

• Analyse clients' financial requirements and maintain accurate client records.
• Construct financial planning solutions across investments, retirement, long-term care, tax, and inheritance planning.
• Prepare recommendations, letters and reports, liaising with administrators and maintaining client files throughout the advice process.
• Support client reviews and update cash flow models and investment performance reports.

Skills

Analytical skills

Communication skills

Administrative skills

Research skills

Education

Diploma in Financial Planning (or equivalent)

Job description

Eden Rose in Kettering seeks a Paraplanner to support the Financial Planning team in delivering compliant, high-quality advice. You will develop cash flow models and prepare recommendations, letters, and reports as part of the holistic planning process.

Ideal candidates have a Diploma in Financial Planning (or equivalent), a minimum of four years' industry experience, and strong analytical, administrative, and communication skills.