Paraplanner
£42,000 - £48,000
Minimum 1 day a week in the office
Are you an experienced Paraplanner looking for a role where you can work on varied, technically interesting cases while being part of a genuinely collaborative team?
An established and growing wealth management group is looking for an experienced Paraplanner to join its expanding support team.
This is a great opportunity for a Level 4 qualified or nearly qualified Paraplanner who enjoys working independently, taking ownership of cases and producing high-quality, personalised suitability reports.
The Role
You’ll work closely with Financial Advisers, supporting a varied caseload across areas including:
- New business and investment cases
- Fund switches and withdrawals
- Pension transfers and pension planning
- IHT planning
- Suitability reports and personalised client recommendations
- Valuations and portfolio reporting
- Case planning and technical research
- Cashflow modelling and financial planning analysis
The team works across several businesses within the wider group, giving you exposure to different advisers, client requirements and approaches to financial planning.
To be considered for this paraplanner role:
- Has solid Paraplanning experience within financial services
- You don't have to be Level 4 qualified; experience is seen to be more important
- Has strong technical knowledge and attention to detail
- Is confident producing well-written suitability reports
- Experience with Intelligent Office (IO)
- Experience with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen or similar would be useful, but training can be provided on different systems.
Benefits:
- Salary: £42,000 - £48,000
- Hybrid working, ideally 2 days in the office; however, for someone experienced, they will consider 1 day per week in the office
- Flexible approach to office/home working
- Supportive and experienced Paraplanning leadership
- Dedicated mentor and structured onboarding
- Ongoing exam and professional study support
- Genuine opportunities for progression (2 years in PP before route to advise)
- Exposure to a broad range of financial planning cases
This is a particularly good opportunity for an experienced Paraplanner who wants variety, autonomy and long-term progression.
Apply today, or get in touch for a confidential conversation.
Paraplanner
£35,000 - £48,000
Minimum 1 day a week in the office
Are you an experienced Paraplanner looking for a role where you can work on varied, technically interesting cases while being part of a genuinely collaborative team?
An established and growing wealth management group is looking for an experienced Paraplanner to join its expanding support team.
This is a great opportunity for a Level 4 qualified or nearly qualified Paraplanner who enjoys working independently, taking ownership of cases and producing high-quality, personalised suitability reports.
The Role
You’ll work closely with Financial Advisers, supporting a varied caseload across areas including:
- New business and investment cases
- Fund switches and withdrawals
- Pension transfers and pension planning
- IHT planning
- Suitability reports and personalised client recommendations
- Valuations and portfolio reporting
- Case planning and technical research
- Cashflow modelling and financial planning analysis
The team works across a number of businesses within the wider group, giving you exposure to different advisers, client requirements and approaches to financial planning.
To be considered for this paraplanner role:
- Has solid Paraplanning experience within financial services
- You don't have to have Level 4 qualified, experience is more important
- Has strong technical knowledge and attention to detail
- Is confident producing well-written suitability reports
- Experience with Intelligent Office (IO)
- Experience with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen or similar would be useful, but training can be provided on different systems.
Benefits:
- Salary:£35,000 - £48,000
- Hybrid working, ideally 2 day in the office however for someone experienced they will consider 1 day per week in the office
- Flexible approach to office/home working
- Supportive and experienced Paraplanning leadership
- Dedicated mentor and structured onboarding
- Ongoing exam and professional study support
- Genuine opportunities for progression (2 years in pp before route to advise)
- Exposure to a broad range of financial planning cases
This is a particularly good opportunity for an experienced Paraplanner who wants variety, autonomy and long-term progression.
Apply today, or get in touch for a confidential conversation.
Paraplanner in Worthing employer: Eden Rose Careers
As a Senior IFA Administrator at our Gatwick office, you will join a dynamic team that values collaboration and professional growth. We offer a hybrid working model, competitive salary, and a supportive work culture that prioritises employee development and regulatory compliance. With opportunities for continuous improvement and process enhancement, you'll play a crucial role in delivering exceptional client service while enjoying the benefits of a flexible work environment.
