Senior Paraplanner - Technical Excellence & Chartered Path

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

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.