Paraplanner: Tech-Driven Growth & Career Progression

Eden Rose; North East; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Training & development

Career progression

Exposure to AI-enabled processes

Job summary

Eden Rose, a forward-thinking wealth management firm in the North East of England, seeks a Paraplanner at junior or experienced level. You will deliver high-quality financial planning support, prepare reports, and research pensions and investments to guide clients through planning journeys.

The role offers hybrid working (1–3 days in the office), ongoing training, and clear progression within a supportive team. Prior paraplanning experience is preferred but not essential.

Qualifications

• Ideally 1-2 years experience within a Paraplanning role.
• Strong understanding of pensions, investments, and financial planning.
• Experience writing suitability reports and conducting technical research.
• Excellent attention to detail and analytical skills.
• A proactive and organised approach to managing workloads.
• Confident working independently and as part of a collaborative team.
• Progress towards the Level 4 Diploma in Financial Planning would be advantageous.

Responsibilities

• Prepare suitability reports and recommendation letters.
• Complete critical yield calculations and pension transfer analysis.
• Conduct research across pensions, investments, and protection solutions.
• Support Advisers with technical planning queries and case preparation.
• Utilise modern technology and AI-enhanced workflows to improve efficiency and client outcomes.
• Ensure all documentation meets regulatory and compliance requirements.
• Assist in delivering a seamless and professional client journey from recommendation through to implementation.

Skills

Paraplanning

Pensions

Investments

Report writing

Research

Attention to detail

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

AI tools

Job description

Eden Rose, a forward-thinking wealth management firm in the North East of England, seeks a Paraplanner at junior or experienced level. You will deliver high-quality financial planning support, prepare reports, and research pensions and investments to guide clients through planning journeys.

The role offers hybrid working (1–3 days in the office), ongoing training, and clear progression within a supportive team. Prior paraplanning experience is preferred but not essential.