Technical Paraplanner

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

Job Ref: 91152

Location: Wirral

Salary: £43,000 - £48,000 Per Annum

Employment Type: Permanent

• Location: Wirral, Merseyside
• Type: Permanent
• Job #91152
• Salary: £43,000 - £48,000 Per Annum

Senior Technical Paraplanner

Near Chester | Hybrid Working Available

£45,000+ DOE | Outstanding Benefits Package

Are you an experienced Paraplanner looking for a long term career within a highly respected wealth management firm? We're working with a well established financial planning business with an exceptional reputation, seeking a Senior/Technical Paraplanner to join their growing team. This is an opportunity for a career paraplanner who enjoys the technical side of financial planning and wants to be part of a collaborative, supportive environment where people genuinely stay for the long term.

The role offers exposure to a broad range of complex financial planning work, including retirement planning, investments, trust planning, inheritance tax planning and wider wealth management strategies. You'll work closely with experienced advisers and play a key role in delivering high quality advice to clients.

What's on offer?

• Salary from £45,000+ depending on experience
• Hybrid working available (3 days office / 2 days home if required)
• Excellent pension scheme
• Death in service cover
• Life insurance
• Quarterly company social events
• Supportive team culture with outstanding staff retention
• Genuine long term career opportunity within an established and growing firm

What We're Looking For

• Previous Paraplanning experience within financial planning/wealth management
• Strong technical knowledge across pensions, investments and protection
• Experience of trust and inheritance tax planning would be highly advantageous
• A career paraplanner looking to develop within the role
• Diploma qualified or working towards Level 4 preferred