Paraplanner | Hybrid, Chartered Path & Career Growth

Eden Rose; Bath; Hybrid; GBP 48,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Study support for Chartered status

Paid study leave

Career progression

Job summary

Eden Rose in Bath is seeking an experienced Paraplanner to join our Chartered Financial Planning team. You will work alongside seasoned Financial Planners to produce high-quality technical reports, conduct research and support client outcomes.

We offer hybrid working (3 days in the office, 2 days at home), full study support toward Chartered status including paid study leave and exam funding, and clear opportunities for career progression within a collaborative, support-driven culture.

Qualifications

• Diploma Level 4 qualified (or very close to completion).
• Paraplanning experience within Financial Planning.
• Strong technical knowledge and report writing skills.
• Excellent attention to detail and communication skills.
• Collaborative team player who delivers high-quality client outcomes.

Responsibilities

• Produce high-quality technical reports.
• Conduct research to inform client recommendations.
• Support Financial Planners to deliver client outcomes.

Skills

Paraplanning

Technical report writing

Attention to detail

Communication skills

Team collaboration

Education

Diploma Level 4

Job description

Eden Rose in Bath is seeking an experienced Paraplanner to join our Chartered Financial Planning team. You will work alongside seasoned Financial Planners to produce high-quality technical reports, conduct research and support client outcomes.

We offer hybrid working (3 days in the office, 2 days at home), full study support toward Chartered status including paid study leave and exam funding, and clear opportunities for career progression within a collaborative, support-driven culture.