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- Tasks: Prepare financial plans and conduct in-depth research to support advisers.
- Company: Forward-thinking firm with a collaborative and professional team environment.
- Benefits: Competitive salary, full exam funding, and salary increases with new qualifications.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Strong knowledge of financial planning, tax, pensions, and investments required.
- Other info: Opportunities for progression and mentoring junior team members.
The predicted salary is between 36000 - 60000 £ per year.
Work type: Hybrid (3 days in office, 2 days working from home)
Salary: Up to £50,000 DOE
Benefits: Full exam funding & support, salary increases with new qualifications
About the Role
We’re seeking an experienced Senior Paraplanner to join our Hove office. This is a fantastic opportunity to play a key role in supporting our advisers and shaping the financial planning process for a growing client base. You’ll be a trusted technical resource, ensuring the delivery of accurate, compliant, and high-quality advice.
What We Offer
- Competitive salary up to £50,000 (DOE)
- Full funding and support for further qualifications
- Salary increases to reflect new qualifications
- Opportunities for progression within a respected and expanding firm
- A collaborative and professional team environment
Key Responsibilities
- Prepare detailed financial plans, suitability reports, and recommendations
- Conduct in-depth research on investments, pensions, tax planning, and protection products
- Use advanced financial planning software to model complex scenarios
- Liaise with advisers to develop tailored strategies for clients
- Ensure compliance with FCA regulations and internal policies
- Maintain accurate and up-to-date client records
- Mentor and support junior team members where required
What We’re Looking For
- Strong technical knowledge of financial planning, tax, pensions, and investments
- Excellent analytical and problem-solving skills
- Ability to manage complex cases and work independently
- High attention to detail and strong organisational skills
- Proficiency in financial planning software and Microsoft Office
- Clear and confident communication skills
Why Join Us
We’re committed to your professional growth and will fully support further qualifications. As you progress, your salary will reflect your achievements. This is an opportunity to join a forward-thinking firm where your expertise will make a real impact.
Paraplanner in Hove employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Hove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial planning, tax, pensions, and investments. We want you to shine and show them you’re the perfect fit for their team!
✨Tip Number 3
Don’t forget to showcase your problem-solving skills! Be ready to share examples of how you’ve tackled complex cases in the past. This will demonstrate your analytical abilities and show that you can handle the challenges of the role.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our collaborative team. Let’s get you started on this exciting journey!
We think you need these skills to ace Paraplanner in Hove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical knowledge in financial planning, tax, pensions, and investments to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team and how your background aligns with the responsibilities outlined in the job description.
Showcase Your Analytical Skills: Since we value strong analytical and problem-solving skills, include examples of how you've tackled complex cases in the past. This will demonstrate your ability to manage the challenges of the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning, tax, pensions, and investments. Be ready to discuss specific scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Problem-Solving Skills
Prepare examples of complex cases you've managed and how you approached them. This will demonstrate your analytical skills and ability to work independently, which are key for the role.
✨Familiarise Yourself with Compliance
Understand FCA regulations and internal policies relevant to the role. Being able to discuss how you ensure compliance in your work will show that you take this aspect seriously.
✨Communicate Clearly
Practice articulating your thoughts clearly and confidently. Since you'll be liaising with advisers and mentoring junior team members, strong communication skills are essential.
