Job Description Technical Specialist / Senior Technical Assistant (Paraplanner) 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. 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. Conducting technical research across pensions, investments and protection Using Genovo to assist with report writing and suitability documentation Liaising with Discretionary Fund Managers (DFMs) and product providers Ensuring all work meets regulatory and compliance standards Supporting ongoing client reviews and technical planning requirements At least 3 years' experience within an IFA / Financial Planning environment Strong suitability report writing skills Experience of financial planning research and technical analysis Level 4 Diploma in Financial Planning (or equivalent) achieved This firm offers one of the most attractive benefits packages in the market, including: ~ Hybrid working ~28 days annual leave ~3 additional days at Christmas ~ Bank holidays ~ Total annual leave entitlement of up to 51 days per year ~ Private Medical Insurance (PMI) ~ Annual bonus scheme ~ Life assurance ~ Shared parental leave benefits ~ If you're an ambitious Paraplanner looking for a highly technical, client-focused position with genuine career progression, we'd love to hear from you.
Paraplanner (Pensions Management) in Gerrards Cross 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.
