Senior Paraplanner — Technical Expert in Holistic Financial Planning

Eden Rose; West of England; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus potential

Great employer pension contribution

25 days' holiday + Bank Holidays

Option to purchase additional holiday

Support towards Chartered/Fellowship

Compressed working week

Job summary

Eden Rose in Bristol is seeking an experienced Senior Paraplanner to support advisers with complex cases and deliver high-quality suitability reports. The role emphasises technical excellence within a holistic, independent practice.

The successful candidate will be Diploma-qualified with strong pensions, investments, tax and estate planning knowledge, and will benefit from a supportive environment encouraging Chartered/Fellowship qualifications.

Qualifications

• Diploma-qualified as a minimum.
• Strong technical knowledge across pensions, investments, taxation and estate planning.
• Provide high-level paraplanning support to advisers on complex cases and produce robust reports.

Responsibilities

• Provide high-level paraplanning support to advisers on complex cases.
• Produce technically robust suitability reports and client valuations.
• Perform detailed tax calculations and investment/pension research.
• Support advisers and act as a technical resource across the business.
• Carry out pre-approval file reviews.

Skills

Technical paraplanning

Financial analysis

Pensions and investments

Tax and estate planning

Client valuations

Education

Diploma in Financial Planning

Job description

Eden Rose in Bristol is seeking an experienced Senior Paraplanner to support advisers with complex cases and deliver high-quality suitability reports. The role emphasises technical excellence within a holistic, independent practice.

The successful candidate will be Diploma-qualified with strong pensions, investments, tax and estate planning knowledge, and will benefit from a supportive environment encouraging Chartered/Fellowship qualifications.