Eden Rose is seeking a Senior Paraplanner in Basingstoke to provide high-quality technical and administrative support to Financial Advisers, handling complex cases and ensuring compliant, well-researched recommendations.
You will prepare detailed reports, carry out pension and investment calculations, and deliver robust client meeting documentation while maintaining FCA compliance and a proactive stance on new business implementation.
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Senior Paraplanner: Expert in Complex Financial Planning in Basingstoke employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.