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- Tasks: Produce high-quality financial reports and conduct market research for diverse clients.
- Company: Established, independent wealth management firm with a focus on growth and development.
- Benefits: Competitive salary, flexible working, exam support, and strong career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in the wealth management sector.
- Qualifications: Minimum 1 year of paraplanning experience and diploma qualified.
- Other info: Hybrid working model with a supportive environment for professional growth.
The predicted salary is between 45000 - 50000 £ per year.
An established, Chartered, independent wealth management firm with a strong client base of legal professionals is entering an exciting phase of growth and restructure and is now looking to hire an experienced Paraplanner to join its technical team.
This hire comes at a key point for the business, with the paraplanning and administration functions being reshaped to create clearer career paths, stronger technical support, and more engaging paraplanning roles.
You will be joining a paraplanning team working on a pooled basis rather than pods, meaning exposure to a wide variety of clients and cases rather than being tied to a single adviser. There is strong leadership in place, and a genuine commitment to developing the paraplanning function long-term. Progression is available into Senior Paraplanner or Adviser in the future.
Role Responsibilities:- Producing high-quality suitability reports for adviser sign-off
- Interpreting client data gathered by advisers and translating it into robust financial planning solutions
- Conducting whole-of-market research across pensions, investments, and tax planning
- Carrying out cashflow modelling and complex calculations
- Supporting advisers and senior paraplanners on a range of client cases
- Contributing to wider technical and research projects within the business
- Maintaining strong compliance standards and accurate client records
- Building close working relationships with advisers and the wider technical team
- Minimum 1 year's Paraplanning experience within an IFA / wealth management firm
- Diploma qualified with a clear interest in progressing to Chartered
- Solid experience producing written financial advice and suitability reports
- Whole-of-market research experience
- Strong understanding of compliance and advice processes
- Comfortable working independently and managing multiple cases
- Experience with systems such as Voyant, CashCalc, FE Analytics, Xplan, and Excel is advantageous
- Salary: £45,000 – £50,000 (depending on experience and qualifications)
- Hybrid working: After a 3-month probation, minimum 3 days per week in the office
- Generous benefits package including exam support, flexible working, and strong long-term career backing
Paraplanner employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of compliance standards. Be ready to discuss your experience with suitability reports and whole-of-market research, as these are key areas for the role.
✨Tip Number 3
Showcase your adaptability! Since this role involves working on a pooled basis, highlight any experiences where you've successfully managed multiple cases or collaborated with different teams. This will demonstrate your ability to thrive in a dynamic environment.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who take the initiative to connect directly with us. Plus, it gives you a chance to stand out from the crowd right from the start.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially any work with legal professionals, as this will resonate well with us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Be sure to mention your interest in progressing to Chartered status.
Showcase Your Technical Skills: We love candidates who are tech-savvy! If you've got experience with systems like Voyant or CashCalc, make sure to mention it. This will show us that you're ready to hit the ground running.
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 related to paraplanning. Familiarise yourself with the latest trends in financial planning, compliance standards, and the tools mentioned in the job description like Voyant and CashCalc. This will show that you're not just qualified but genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've produced high-quality suitability reports or conducted whole-of-market research. Be ready to discuss how you managed multiple cases and supported advisers, as this will demonstrate your hands-on experience and ability to thrive in a dynamic environment.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's growth plans, the structure of the paraplanning team, and opportunities for progression. This shows that you're not only interested in the position but also in how you can contribute to the firm's long-term success.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. Building close working relationships is key in this role, so showing your interpersonal skills and enthusiasm can make a lasting impression on the interviewers.