Senior Paraplanner: Tech-Driven Wealth Planning Lead

Eden Rose; Leeds; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Employer pension contribution

Private medical insurance

Discretionary annual bonus

Full exam support and funding

Ongoing professional development and培训

Job summary

Eden Rose in Leeds is seeking a Senior Paraplanner to join its wealth management team. You will produce high-quality financial planning reports, carry out technical research, and support adviser client reviews.

You'll work closely with the MD and advisers, shaping best practices and providing expert technical guidance across a wide range of advice areas. The role offers study support and ongoing professional development.

Qualifications

• Minimum 3 years' experience in a Paraplanning role within financial services.
• Strong technical knowledge across pensions, investments and financial planning.
• Experience using cashflow modelling software.
• Intermediate to advanced Excel skills.
• Excellent written communication and report writing abilities.
• Desire to continue studying towards Chartered Financial Planner status.

Responsibilities

• Produce accurate, compliant, and client-focused suitability reports.
• Carry out technical research across pensions, investments, protection, and retirement planning.
• Assist with the production of client portfolio reviews.
• Build and maintain detailed cashflow planning models.
• Respond to technical queries from advisers and clients.
• Support ongoing review of preferred provider and investment panels.
• Assist in the development and maintenance of report templates, tools, and technical resources.
• Help deliver technical training and support to colleagues across the business.
• Produce technical updates and market bulletins for clients and professional introducers.

Skills

Paraplanning experience

Cashflow modelling

Excel

Report writing

Chartered progression

Tools

Cashflow modelling software

Job description

Eden Rose in Leeds is seeking a Senior Paraplanner to join its wealth management team. You will produce high-quality financial planning reports, carry out technical research, and support adviser client reviews.

You'll work closely with the MD and advisers, shaping best practices and providing expert technical guidance across a wide range of advice areas. The role offers study support and ongoing professional development.