Paraplanner: Wealth Planning Research & Reports (Hybrid)

Eden Rose; Westerham; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Birthday holiday

Private medical insurance

Company pension

Free parking

Study/exams sponsorship

Job summary

Eden Rose in Kent is seeking a Paraplanner to join a wealth management practice, open to candidates at various levels of experience.

You’ll prepare suitability reports, conduct technical research on pensions and investments, and support advisers with tailored recommendations. You’ll also maintain client records and help drive compliance and process improvements.

Hybrid working: minimum 2 days in the office; hours 8:30am–5pm; parking available; holiday and pension benefits included.

Qualifications

• Proven experience in a paraplanning or similar technical support role.
• Strong knowledge of pensions and investment products.
• Excellent attention to detail and analytical skills.
• Level 4 Diploma in Financial Planning (or close to) required.

Responsibilities

• Prepare detailed suitability reports and technical research for advisers.
• Support advisers in delivering tailored investment and pension recommendations.
• Conduct thorough product research and fund analysis.
• Maintain accurate client records and ensure compliance with internal processes.
• Contribute to process improvements within the paraplanning function.

Skills

Paraplanning experience

Attention to detail

Analytical skills

Communication skills

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning tools

Job description

Eden Rose in Kent is seeking a Paraplanner to join a wealth management practice, open to candidates at various levels of experience.

You’ll prepare suitability reports, conduct technical research on pensions and investments, and support advisers with tailored recommendations. You’ll also maintain client records and help drive compliance and process improvements.

Hybrid working: minimum 2 days in the office; hours 8:30am–5pm; parking available; holiday and pension benefits included.