Technical Paraplanner (Remote)

Eden Rose; Witney; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Pension

Life cover

Wellness support

Career development

Job summary

Eden Rose is seeking an experienced Technical Paraplanner to join its wealth management team. You will provide high-quality technical support to advisers, preparing suitability reports and conducting research with strong attention to detail.

Hybrid or fully remote working options are available. The role offers a salary between £45,000 and £55,000 plus a discretionary quarterly bonus, and a comprehensive benefits package including pension, life cover and wellness support, with ongoing training

Qualifications

• Minimum of 3 years’ paraplanning experience.
• Strong technical knowledge and attention to detail.
• Excellent organisational and communication skills.

Responsibilities

• Preparing suitability reports and financial planning documentation.
• Conducting research and analysing client information.
• Supporting client reviews and recommendations.
• Liaising with clients and internal teams.

Skills

Paraplanning

Technical knowledge

Attention to detail

Organisational skills

Communication

Job description

A well-established and forward-thinking wealth management firm is seeking an experienced Technical Paraplanner to join its growing team.

With over 30 years of delivering tailored financial planning solutions, the firm has built a strong reputation for supporting business owners, professionals, and private clients. You will be joining a collaborative and highly qualified team that places strong emphasis on quality, client outcomes, and continuous development.

The Role

Working closely with advisers, you will provide high-quality technical support, including:

• Preparing suitability reports and financial planning documentation
• Conducting research and analysing client information
• Supporting client reviews and recommendations
• Liaising with clients and internal teams

About You

• Minimum of 3 years’ paraplanning experience
• Strong technical knowledge and attention to detail
• Excellent organisational and communication skill

What’s on Offer

• Salary of £45,000 – £55,000 plus discretionary quarterly bonus
• Hybrid or fully remote working options
• Comprehensive benefits package including pension, life cover and wellness support
• Ongoing training and career development

This is an excellent opportunity for a paraplanner looking to join a professional and supportive firm with a strong reputation in the market.