Technical Paraplanner

Eden Rose; Gerrards Cross; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

Private Medical Insurance (PMI)

Annual bonus

Life assurance

Wellness days

Total annual leave up to 51 days

Job summary

Eden Rose in Gerrards Cross seeks an experienced Technical Specialist / Senior Technical Assistant (Paraplanner) to join a growing financial planning team. This hybrid role combines technical analysis, research, and client interaction as you support Advisers and a Client Services team.

Ideal candidates have 3+ years in IFA/financial planning, strong report writing, and FCA compliance knowledge. Excellent career development and benefits are offered.

Qualifications

• At least 3 years’ experience within an IFA / Financial Planning environment.
• Paraplanning or adviser support or technical administration experience.
• Strong ability to write suitability reports and perform financial analysis.

Responsibilities

• Prepare and support client reviews and new business meetings.
• Gather and analyse client information for suitability.
• Conduct technical research across pensions, investments and protection.
• Produce detailed suitability reports and recommendations.
• Undertake cashflow modelling using Voyant.
• Use Genovo to aid report writing and documentation.
• Liaise with DFMs and product providers.
• Assist Advisers during client meetings when appropriate.
• Ensure all work meets compliance standards.
• Support ongoing client reviews and planning requirements.

Skills

Paraplanning

Technical analysis

Regulatory compliance

Suitability reports

Cashflow modelling

Voyant

Genovo

DFMs

Communication

Education

Level 4 Diploma in Financial Planning

Close to completing Level 4

Tools

Voyant

Genovo

Job description

• Location: Gerrards Cross, Buckinghamshire
• Type: Permanent
• Job #90901
• Salary: £35,000 - £40,000 Per Annum
• Working Pattern: Hybrid Working

Technical Specialist / Senior Technical Assistant (Paraplanner)

Are you an experienced Paraplanner or Technical Specialist looking to take the next step in your career with a highly respected financial planning business? We’re seeking a technically strong and client-focused Technical Specialist / Senior Technical Assistant (Paraplanner) to join our growing team in Gerrards Cross. This is an excellent opportunity for someone who enjoys combining technical analysis, financial planning research, and client interaction while working closely alongside Advisers and a supportive Client Services team.

With outstanding benefits, a collaborative culture, and genuine investment in professional development, this role offers the perfect environment to continue building your career within financial planning.

The Role

Supporting Advisers throughout the client journey, you’ll play a key role in delivering high-quality financial planning solutions and helping clients achieve their long-term objectives.

Key Responsibilities

• Preparing and supporting client review and new business meetings
• Gathering and analysing client information
• Conducting technical research across pensions, investments and protection
• Producing detailed suitability reports and recommendation documents
• Undertaking cashflow modelling using Voyant
• Using Genovo to assist with report writing and suitability documentation
• Liaising with Discretionary Fund Managers (DFMs) and product providers
• Assisting Advisers during client meetings where appropriate
• Ensuring all work meets regulatory and compliance standards
• Supporting ongoing client reviews and technical planning requirements

About You

We’re keen to speak with individuals who have:

• At least 3 years’ experience within an IFA / Financial Planning environment
• Previous experience in paraplanning, adviser support or technical administration
• Strong suitability report writing skills
• Experience of financial planning research and technical analysis
• Exposure to cashflow modelling
• Experience working with DFMs
• Knowledge of Voyant and Genovo (highly desirable)
• A strong understanding of FCA compliance requirements
• Excellent written and verbal communication skills

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent) achieved
• Or candidates who are close to completing their Level 4 qualification will also be considered

What’s in it for You?

This firm offers one of the most attractive benefits packages in the market, including:

• Salary up to £40,000
• Hybrid working
• 28 days annual leave
• 3 additional days at Christmas
• Bank holidays
• Every last Friday of the month off (12 Wellness Days per year)
• Total annual leave entitlement of up to 51 days per year
• Private Medical Insurance (PMI)
• Annual bonus scheme
• Life assurance
• Shared parental leave benefits
• Full exam support and study funding