Paraplanner (Hybrid) - Growth-Oriented Financial Planning

Eden Rose; Bath; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

Eden Rose, a growing financial planning firm in Bath, is seeking an experienced Paraplanner to join the adviser team on a hybrid basis at Bath City Centre. The role offers the chance to shape paraplanning processes with long‑term progression and leadership opportunities as the team grows.

You will deliver high‑quality technical support across pensions, investments and protection, produce suitability reports, and support complex client cases to ensure compliant, tailored advice.

Qualifications

• Paraplanner required with proven experience in financial planning.
• Strong ability to write suitability reports for complex cases.
• Excellent pensions/investments knowledge and attention to detail.

Responsibilities

• Prepare detailed suitability reports and recommendation letters.
• Conduct technical research across pensions, investments, protection and estate planning.
• Produce cashflow modelling and financial planning analysis.
• Support advisers with complex client cases and strategies.
• Ensure files meet regulatory and compliance standards.
• Liaise with providers and investment managers as needed.
• Contribute to paraplanning process development and best practice.

Skills

Paraplanning experience

Suitability reports

Attention to detail

Pensions knowledge

Education

DipPFS / Level 4

Tools

Cashflow modelling

Financial planning software

Job description

Eden Rose, a growing financial planning firm in Bath, is seeking an experienced Paraplanner to join the adviser team on a hybrid basis at Bath City Centre. The role offers the chance to shape paraplanning processes with long‑term progression and leadership opportunities as the team grows.

You will deliver high‑quality technical support across pensions, investments and protection, produce suitability reports, and support complex client cases to ensure compliant, tailored advice.