Senior Technical Paraplanner - Hybrid Wealth Planning

Eden Rose; Wirral; Hybrid; GBP 43,000 - 48,000; Full time

Benefits offered by this job

Excellent pension scheme

Death in service cover

Life insurance

Quarterly company social events

Supportive team culture with staff Ret

Job summary

Eden Rose, Wirral-based wealth management firm, is seeking a Senior/Technical Paraplanner to join their team. The role focuses on complex financial planning and delivering high-quality advice in collaboration with experienced advisers.

Hybrid working is available (3 days in office, 2 days at home). The ideal candidate will have paraplanning experience, strong pensions/investments/protection knowledge, and a Diploma Level 4 or be working toward it.

Qualifications

• Paraplanning experience within financial planning/wealth management.
• Strong knowledge of pensions, investments and protection.
• Experience with trust and inheritance tax planning preferred.
• Working toward Level 4 Diploma preferred.

Responsibilities

• Support advisers by delivering high-quality technical paraplanning input.
• Assist with retirement planning, investments, protection and tax strategies.
• Collaborate in a collaborative, long-term career-focused environment.

Skills

Paraplanning experience

Technical knowledge

Pensions

Investments

Protection

Education

Diploma Level 4

Job description

Eden Rose, Wirral-based wealth management firm, is seeking a Senior/Technical Paraplanner to join their team. The role focuses on complex financial planning and delivering high-quality advice in collaboration with experienced advisers.

Hybrid working is available (3 days in office, 2 days at home). The ideal candidate will have paraplanning experience, strong pensions/investments/protection knowledge, and a Diploma Level 4 or be working toward it.