At a Glance
- Tasks: Support the Head of Paraplanning and mentor junior team members while managing complex financial cases.
- Company: Eden Rose, a prestigious firm located in Mayfair, London.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Ideal for those pursuing Chartered status with a passion for finance.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 5+ years of paraplanning experience and Level 4 qualification required.
The predicted salary is between 45000 - 55000 £ per year.
Eden Rose in London (Mayfair) is seeking an experienced Paraplanner to join its hybrid technical team.
The role focuses on supporting the Head of Paraplanning, overseeing complex calculations, and mentoring junior members while handling pensions, investments, and protection cases.
The ideal candidate will have 5+ years paraplanning experience, Level 4 qualification, and ideally be working towards Chartered status, with a strong track record in trusts, bonds, wills, and probate.
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Senior Paraplanner - Hybrid, Mentoring & Technical Oversight 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.
