Senior Paraplanner & Technical Specialist (Hybrid) in Gerrards Cross

Senior Paraplanner & Technical Specialist (Hybrid) in Gerrards Cross

Gerrards Cross Full-Time 38250 - 46750 Β£ / year (est.) Home office (partial)
Eden Rose

At a Glance

  • Tasks: Support Advisers with technical research, documentation, and client meetings.
  • Company: Eden Rose, a dynamic financial planning firm in Gerrards Cross.
  • Benefits: Hybrid working, career development, and a competitive benefits package.
  • Other info: Great opportunity for career growth in a collaborative environment.
  • Why this job: Join a supportive team and enhance your skills in financial planning.
  • Qualifications: 3+ years in an IFA/Financial Planning environment and Level 4 Diploma (or near completion).

The predicted salary is between 38250 - 46750 Β£ per year.

Eden Rose in Gerrards Cross is seeking a technically strong Paraplanner to join our team as Technical Specialist / Senior Technical Assistant.

You will support Advisers with technical research, documentation and client meetings.

Hybrid working, career development and a competitive benefits package await the right candidate with 3+ years in an IFA/Financial Planning environment and a Level 4 Diploma in Financial Planning (or near completion).

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Senior Paraplanner & Technical Specialist (Hybrid) 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.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Senior Paraplanner & Technical Specialist (Hybrid) in Gerrards Cross

Technical Research
Documentation Skills
Client Meeting Support
Financial Planning
Level 4 Diploma in Financial Planning
IFA Experience
Analytical Skills