Paraplanner - Hybrid Financial Planning & Suitability

Eden Rose; Tring; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Onsite parking

Job summary

Eden Rose is seeking a Paraplanner to support Financial Advisers and the back-office team in a collaborative, quality-driven firm. You will handle report writing, cashflow analysis, and evaluating financial products to ensure advisers deliver exceptional service.

The role adapts to experience level, offering a path for junior paraplanners through to more experienced candidates, with salary adjusted accordingly and onsite office in the South East region.

Qualifications

• Previous experience in a Paraplanning role within a financial planning / IFA environment.
• Completion or working towards the CII Level 4 Diploma in Financial Planning
• Technical knowledge across pensions, investments, protection and tax-based planning
• Experience using systems such as Intelligent Office, Finametrica and Genovo (or similar cashflow tools)
• Join a respected, relationship-driven financial planning firm with a local client base
• Exposure to genuinely holistic advice, not transactional sales
• Supportive team culture with strong adviser collaboration
• Opportunity to further develop technical skills and long-term career progression

Responsibilities

• Liaise with advisers to understand client objectives and take ownership of cases through to suitability report completion
• Ensure all client data, documentation, and compliance requirements are accurate, up to date, and recorded
• Assess risk profiles and review existing solutions to ensure suitability against client goals
• Conduct technical research, comparisons, and calculations (e.g. IHT, critical yield, charges) to support advice
• Prepare suitability reports, illustrations, and forecasts, ensuring timely delivery and system updates

Skills

Paraplanning

Financial analysis

Report writing

Education

CII Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Finametrica

Genovo

Job description

Eden Rose is seeking a Paraplanner to support Financial Advisers and the back-office team in a collaborative, quality-driven firm. You will handle report writing, cashflow analysis, and evaluating financial products to ensure advisers deliver exceptional service.

The role adapts to experience level, offering a path for junior paraplanners through to more experienced candidates, with salary adjusted accordingly and onsite office in the South East region.