Senior Paraplanner

Eden Rose; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Discretionary bonus

25 days holiday

Pension (enhanced)

4x death in service

Hybrid working: 3 days in London, 2 at

home

Job summary

Eden Rose in London (Mayfair) is seeking an experienced Paraplanner to join its hybrid technical team. The role focuses on supporting the Head of Paraplanning, overseeing complex calculations, and mentoring junior members while handling pensions, investments, and protection cases.

The ideal candidate will have 5+ years paraplanning experience, Level 4 qualification, and ideally be working towards Chartered status, with a strong track record in trusts, bonds, wills, and probate.

Qualifications

• Minimum 5 years’ paraplanning experience.
• Level 4 qualified and ideally working towards Chartered status.
• Strong technical knowledge across pensions and investments.

Responsibilities

• Supporting the Head of Paraplanning with technical oversight
• Reviewing and checking complex calculations
• Providing guidance and mentorship to junior team members
• Working across pensions, investments, and protection cases
• Involvement in technical areas including trusts, bonds, wills, and probate
• Assisting with platform work and recommendations

Skills

Paraplanning

Pensions knowledge

Investments knowledge

Mentorship

Education

Level 4 qualified

Chartered status (desirable)

Job description

£50,000 - £70,000 + BonusA well-established and growing wealth management firm in Mayfair, London is looking to hire an experienced Paraplanner to join their collaborative technical team. Circa 800 clients from strong referral streams and financial education initiatives.

Job Ref

90859

Location

London

Salary

£70,000 - £500,000 Per Annum

Employment Type

Permanent

• Location: London, Greater London
• Type: Permanent
• Job #90859
• Salary: £70,000 - £500,000 Per Annum

Paraplanner

Mayfair, Hybrid working

£50,000 - £70,000 + Bonus

A well-established and growing wealth management firm in Mayfair, London is looking to hire an experienced Paraplanner to join their collaborative technical team. Circa 800 clients from strong referral streams and financial education initiatives.

The Role

• Supporting the Head of Paraplanning with technical oversight
• Reviewing and checking complex calculations
• Providing guidance and mentorship to junior team members
• Working across pensions, investments, and protection cases
• Involvement in technical areas including trusts, bonds, wills, and probate
• Assisting with platform work and recommendations

To Be Considered For This Senior Paraplanner Position

• Minimum 5years’ paraplanning experience
• Level 4 qualified and ideally working towards Chartered status
• Strong technical knowledge across pensions and investments

Salary & Benefits

• £50,000 - £70,000 (depending on experience/ qualifications)
• Discretionary bonus
• 25 days holiday
• Pension (currently being enhanced)
• 4x death in service
• Hybrid working: 3 days in London office, 2 days from home (post-probation which is 4months)
• Flexibility around hours (compressed hours / later start-finish options)