At a Glance
- Tasks: Support Advisers in delivering top-notch financial planning solutions and client interactions.
- Company: Respected financial planning business with a collaborative culture.
- Benefits: Up to £40,000 salary, hybrid working, 51 days annual leave, and private medical insurance.
- Other info: Enjoy wellness days and full exam support for your professional growth.
- Why this job: Join a growing team and make a real impact in clients' financial journeys.
- Qualifications: 3+ years in financial planning, strong report writing, and cashflow modelling experience.
The predicted salary is between 40000 - 40000 £ per year.
Location: Gerrards Cross, Buckinghamshire
Salary: Up to £40,000 per annum
Working Pattern: Hybrid Working
Are you an experienced Paraplanner or Technical Specialist looking to take the next step in your career with a highly respected financial planning business? We're seeking a technically strong and client-focused Technical Specialist / Senior Technical Assistant (Paraplanner) to join our growing team in Gerrards Cross. This is an excellent opportunity for someone who enjoys combining technical analysis, financial planning research, and client interaction while working closely alongside Advisers and a supportive Client Services team. With outstanding benefits, a collaborative culture, and genuine investment in professional development, this role offers the perfect environment to continue building your career within financial planning.
The Role
Supporting Advisers throughout the client journey, you'll play a key role in delivering high-quality financial planning solutions and helping clients achieve their long-term objectives. Key responsibilities include:
- Preparing and supporting client review and new business meetings
- Gathering and analysing client information
- Conducting technical research across pensions, investments and protection
- Producing detailed suitability reports and recommendation documents
- Undertaking cashflow modelling using Voyant
- Using Genovo to assist with report writing and suitability documentation
- Liaising with Discretionary Fund Managers (DFMs) and product providers
- Assisting Advisers during client meetings where appropriate
- Ensuring all work meets regulatory and compliance standards
- Supporting ongoing client reviews and technical planning requirements
About You
We're keen to speak with individuals who have:
- At least 3 years' experience within an IFA / Financial Planning environment
- Previous experience in paraplanning, adviser support or technical administration
- Strong suitability report writing skills
- Experience of financial planning research and technical analysis
- Exposure to cashflow modelling
- Experience working with DFMs
- Knowledge of Voyant and Genovo (highly desirable)
- A strong understanding of FCA compliance requirements
- Excellent written and verbal communication skills
Qualifications
Level 4 Diploma in Financial Planning (or equivalent) achieved. Or candidates who are close to completing their Level 4 qualification will also be considered.
What's in it for You?
This firm offers one of the most attractive benefits packages in the market, including:
- Salary up to £40,000
- Hybrid working
- 28 days annual leave
- 3 additional days at Christmas
- Bank holidays
- Every last Friday of the month off (12 Wellness Days per year)
- Total annual leave entitlement of up to 51 days per year
- Private Medical Insurance (PMI)
- Annual bonus scheme
- Life assurance
- Shared parental leave benefits
- Full exam support and study funding
Paraplanner in Gerrards Cross employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
