Senior Paraplanner

Eden Rose; City of Edinburgh; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Remote work

Job summary

Eden Rose is seeking an experienced Paraplanner to join their growing financial planning team in a fully remote role. You will support Financial Advisers with high-quality technical and administrative assistance, ensuring accuracy and strong client service.

Your work involves researching pensions, investments and protection, preparing suitability reports, and maintaining thorough client records. This role emphasizes independent work, attention to detail and ongoing professional development.

Qualifications

• Experience as Paraplanner in an IFA/financial planning firm.
• Strong knowledge of pensions, investments and protection.
• Experience writing suitability reports.
• Excellent technical and analytical skills.

Responsibilities

• Prepare suitability reports in line with FCA requirements.
• Conduct technical research across pensions, investments and protection products.
• Analyse client information and make recommendations to support Financial Advisers.
• Prepare client review packs and meeting documentation.
• Carry out product and fund research using industry research tools.
• Liaise with advisers, providers and third parties to obtain information and resolve queries.
• Ensure all documentation is accurate, compliant and completed within agreed timescales.
• Maintain accurate client records using CRM and back-office systems.
• Provide technical support to Financial Advisers throughout the advice process.

Skills

Paraplanner experience

Pensions knowledge

Investments knowledge

Analytical skills

CRM and back-office systems

Education

Diploma in Regulated Financial Planning

Tools

CRM software

Job description

We are recruiting on behalf of a well-established and growing financial planning firm seeking an experienced Paraplanner to join their team.

This is a fully remote opportunity, offering the flexibility to work from home while supporting Financial Advisers with high-quality technical and administrative assistance. You'll become part of a collaborative business that values accuracy, client service and professional development.

Responsibilities

• Prepare suitability reports in line with FCA requirements.
• Conduct technical research across pensions, investments and protection products.
• Analyse client information and make recommendations to support Financial Advisers.
• Prepare client review packs and meeting documentation.
• Carry out product and fund research using industry research tools.
• Liaise with advisers, providers and third parties to obtain information and resolve queries.
• Ensure all documentation is accurate, compliant and completed within agreed timescales.
• Maintain accurate client records using CRM and back-office systems.
• Provide technical support to Financial Advisers throughout the advice process.

Requirements

• Previous experience as a Paraplanner within an IFA or financial planning firm.
• Strong knowledge of pensions, investments and protection.
• Experience writing suitability reports.
• Excellent technical and analytical skills.
• Experience using CRM and back-office systems.
• High attention to detail and organisational skills.
• Ability to work independently while managing a varied workload.
• Diploma in Regulated Financial Planning (or working towards) is desirable.