Senior Paraplanner

Eden Rose; England; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Discretionary bonus potential

Great employer pension contribution

25 days' holiday + Bank Holidays

Option to purchase additional holiday

Support towards Chartered/Fellowship

Job summary

Eden Rose in Bristol seeks a Senior Paraplanner to provide high‑level paraplanning support for complex cases. You will produce technically robust suitability reports and carry out detailed tax calculations, supporting advisers across the firm’s holistic service.

This is a technically focused role with Chartered/Fellowship qualification support, a competitive salary package and pension contributions, plus potential for bonus and holiday flexibility.

Qualifications

• Senior paraplanner with proven paraplanning experience.
• Ability to produce robust suitability reports and tax calculations.
• Interest in pursuing Chartered/Fellowship qualifications.

Responsibilities

• Complex technical research and analysis.
• Pensions, investments, tax and estate planning.
• Suitability reports and client valuations.
• Detailed tax calculations and investment research.
• Support advisers and act as a technical resource.

Skills

Paraplanning

Technical research

Suitability reports

Pensions knowledge

Education

Chartered/Fellowship support

Tools

Tax calculations

Investment research

Job description

South Bristol | Competitive Salary + Bonus

We are working with a proudly independent Chartered Financial Planning firm based in South Bristol, who are looking to appoint an experienced Senior Paraplanner to join their established Adviser Support team.

This is a fantastic opportunity for a career Paraplanner who enjoys the technical side of financial planning and wants to work within a genuinely holistic and independent business.

The Role

You’ll provide high-level paraplanning support to advisers, working on complex cases and producing technically robust, high-quality suitability reports. The role will involve:

• Complex technical research and analysis
• Pensions, investments, tax and estate planning
• Suitability reports and client valuations
• Detailed tax calculations
• Investment and pension research
• Supporting advisers and acting as a technical resource across the wider business

The firm places a real emphasis on technical excellence, professional development and quality of advice, with support available towards Chartered and Fellowship qualifications.

The Package

• Competitive salary, dependent on experience
• Discretionary bonus potential
• Great employer pension contribution
• 25 days' holiday + Bank Holidays
• Option to purchase additional holiday
• Support towards Chartered/Fellowship qualifications
• Compressed working week

If you’re an experienced Paraplanner looking for a technically challenging role within a genuinely independent and well-established firm, I’d be very keen to hear from you.