Senior Paraplanner

Eden Rose; Basingstoke; On-site; GBP 35,000 - 50,000; Full time

Job summary

Eden Rose is seeking a Senior Paraplanner in Basingstoke to provide high-quality technical and administrative support to Financial Advisers, handling complex cases and ensuring compliant, well-researched recommendations.

You will prepare detailed reports, carry out pension and investment calculations, and deliver robust client meeting documentation while maintaining FCA compliance and a proactive stance on new business implementation.

Qualifications

• Several years of paraplanning experience.
• Strong knowledge of pensions, investments and retirement planning.
• Excellent suitability report writing skills.
• Strong attention to detail and accuracy.
• Good knowledge of FCA regulations and compliance requirements.
• Excellent communication and organisational skills.
• Ability to manage multiple cases and deadlines independently.
• Diploma qualification or working towards Chartered status.

Responsibilities

• Preparing detailed and compliant suitability reports.
• Supporting advisers with complex financial planning cases.
• Undertaking research across pensions, investments, retirement planning, protection and tax planning.
• Carrying out pension and investment calculations.
• Preparing client meeting documentation and review packs. Supporting new business and implementation of advice.
• Conducting product, fund and platform research.
• Liaising with advisers, clients and providers where required.
• Ensuring all work meets regulatory and internal compliance requirements.
• Managing your own caseload and prioritising competing deadlines.
• Supporting junior members of the paraplanning team where required.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Suitability reports

Attention to detail

FCA compliance

Communication skills

Organisational skills

Time management

Education

Diploma qualification

Towards Chartered status

Job description

Job Ref

91009

Location

Basingstoke

Salary

£35,000 - £50,000 Per Annum

Employment Type

Permanent

• Location: Basingstoke , Greater London
• Type: Permanent
• Job #91009
• Salary: £35,000 - £50,000 Per Annum

The Role

As a Senior Paraplanner, you will provide high-quality technical and administrative support to Financial Advisers, managing complex cases and ensuring recommendations are thoroughly researched, technically accurate and compliant.

Your Responsibilities Will Include

• Preparing detailed and compliant suitability reports.
• Supporting advisers with complex financial planning cases.
• Undertaking research across pensions, investments, retirement planning, protection and tax planning.
• Carrying out pension and investment calculations.
• Preparing client meeting documentation and review packs.Supporting new business and implementation of advice.
• Conducting product, fund and platform research.
• Liaising with advisers, clients and providers where required.
• Ensuring all work meets regulatory and internal compliance requirements.
• Managing your own caseload and prioritising competing deadlines.
• Supporting junior members of the paraplanning team where required.

About You

The successful candidate will have strong technical Paraplanning experience and a solid understanding of holistic financial planning.

You Will Ideally Have

• Several years’ experience within a Paraplanning role.
• Strong knowledge of pensions, investments and retirement planning.
• Excellent suitability report writing skills.
• Strong attention to detail and a high level of accuracy.
• Good knowledge of FCA regulations and compliance requirements.
• Excellent communication and organisational skills.
• The ability to manage multiple cases and deadlines independently.
• Relevant financial planning qualifications, ideally Diploma qualified or working towards Chartered status.