At a Glance
- Tasks: Conduct detailed financial research and create reports to support advisers and clients.
- Company: Dynamic financial planning firm focused on client success.
- Benefits: Competitive salary, flexible working options, and study support for professional growth.
- Other info: Opportunity to work with high-net-worth clients and complex financial cases.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2+ years of Paraplanning experience.
The predicted salary is between 45000 - 50000 £ per year.
We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.
Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process — from research and analysis to report writing and compliance.
Key Responsibilities- Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies
- Prepare and produce suitability reports and supporting documentation for financial advisers
- Assist in the creation and review of financial plans, cashflow models, and risk assessments
- Liaise with advisers to understand client objectives and recommend appropriate solutions
- Ensure reports and advice meet compliance and regulatory standards
- Keep up to date with legislative and product changes affecting financial planning
- Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
- Support advisers in client meetings as needed (optional depending on role)
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
- Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm
- Strong technical knowledge across pensions, investments, tax wrappers, and protection products
- Excellent attention to detail, organisational and communication skills
- Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)
- Comfortable working independently and collaboratively in a fast-paced environment
- Competitive salary discretionary bonus
- Flexible working (hybrid or remote options depending on firm)
- Continued study support toward Chartered status
- A supportive, collaborative team environment
- Exposure to high-net-worth and complex client cases
Pension Paraplanner in Bury employer: Eden Rose
Join a dynamic financial planning firm that prioritises employee development and offers a collaborative work culture. With competitive salaries, flexible working options, and support for continued education towards Chartered status, this role as a Pension Paraplanner provides an excellent opportunity to grow your career while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Paraplanner in Bury
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pension Paraplanner in Bury
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
