At a Glance
- Tasks: Support financial advisers with analysis, research, and report production for clients.
- Company: Fast-growing financial planning firm with a supportive culture.
- Benefits: Salary up to £55,000, hybrid working, and clear progression pathways.
- Other info: Opportunity for professional development in a collaborative environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: CII Level 4 Diploma required; desire for Chartered status supported.
The predicted salary is between 55000 - 55000 £ per year.
A well-established and fast-growing financial planning firm is looking to appoint a Diploma-qualified Paraplanner to join its national paraplanning team. This is an excellent opportunity to progress your career within a supportive, professional environment that values high-quality advice and long-term development. Reporting to the National Head of Paraplanning, you’ll play a key role in supporting advisers and ensuring clients receive clear, compliant and well-structured financial planning advice.
The Role
As a Paraplanner, you will work closely with Financial Advisers to support the full advice process, from analysis and research through to report production. Key responsibilities include:
- Conducting detailed financial analysis to support financial planning recommendations
- Gathering and organising client financial information
- Using financial planning software to model scenarios and projections
- Preparing and reviewing suitability reports and investment proposals
- Researching financial products and investment solutions
- Supporting advisers with bespoke financial strategies
- Ensuring all work meets FCA and internal compliance standards
- Maintaining accurate and up-to-date client records
- Keeping up to date with regulatory changes, market trends and best practice
Compliance & Professional Standards
- Ensure all work is carried out in line with FCA requirements
- Record all correspondence accurately
- Support the complaints handling process where required
- Commit to ongoing CPD and professional development
What We’re Looking For
Qualifications
- CII Level 4 Diploma (or equivalent) – essential
- Desire to work towards Chartered status (fully supported)
Knowledge & Experience
- Good knowledge of investments, pensions, personal tax, estate planning and protection
- Ability to carry out basic tax calculations
- Experience supporting the delivery of regulated financial advice
- Confident working within defined processes while contributing to service improvements
Systems & IT
- Strong IT skills (Word, Excel, Outlook)
- Experience using Genovo and/or Intelliflo Office
- Comfortable working with financial planning and back-office systems
Personal Skills
- Highly organised with excellent attention to detail
- Strong written and verbal communication
- Professional, ethical and client-focused
- Collaborative team player with a flexible approach
What’s on Offer
- Salary up to £55,000 depending on experience
- Hybrid working model
- Clear progression and development pathway
- Full support towards Chartered Financial Planner status
- Opportunity to work within a growing national paraplanning function
If you’re a Diploma-qualified Paraplanner looking to progress your career within a forward-thinking and supportive firm, we’d love to hear from you. Apply now for confidential consideration.
Paraplanner in Richmond employer: Eden Rose
Join a well-established and fast-growing financial planning firm in Richmond, London, where you will thrive in a supportive and professional environment that prioritises high-quality advice and long-term career development. With a hybrid working model, competitive salary up to £55,000, and full support towards achieving Chartered Financial Planner status, this role offers a clear pathway for progression while being part of a collaborative team dedicated to delivering exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Richmond
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with financial analysis and compliance. We want to see how you can support advisers and contribute to their success, so bring your A-game!
✨Prepare for the Interview
Do your homework on the company and its values. We’re looking for someone who aligns with our commitment to high-quality advice and client focus. Be ready to discuss how you can help us maintain those standards!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Paraplanner in Richmond
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight your Diploma qualifications and any relevant experience in financial planning to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Paraplanner with us and how your background aligns with our values and the role's requirements.
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key. Ensure your application is free from typos and errors, and present your information clearly and professionally to demonstrate your commitment to high-quality work.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to showcase your talents!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax. Familiarise yourself with the financial planning software mentioned in the job description, like Genovo or Intelliflo. Being able to discuss these topics confidently will show that you're ready to hit the ground running.
✨Showcase Your Skills
Prepare examples of how you've conducted detailed financial analysis or supported advisers in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your experience and how it aligns with the role.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to compliance and professional standards. This shows that you’re not just interested in the role, but also in how the firm operates and values its clients.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don’t forget to let your personality shine through. Being a collaborative team player is key in this role, so showing that you can connect with others will make a great impression.
