At a Glance
- Tasks: Support financial advisers with research, analysis, and report preparation.
- Company: Established wealth management firm in Middlesex with a supportive culture.
- Benefits: Competitive salary, auto-enrolment pension, revenue-based bonuses, and full training support.
- Other info: Enjoy a balanced working pattern with hybrid flexibility after settling in.
- Why this job: Join a team that invests in your development and offers clear progression.
- Qualifications: Existing paraplanning or technical support experience is essential.
The predicted salary is between 35000 - 40000 £ per year.
Location: Hillingdon, Middlesex
Salary: £35,000 – £40,000 for a Junior, (up to c.£45,000 for a more Senior Paraplanner level)
Working Pattern: 4 days in the office, WFH Fridays. After settling period (c. 3–6 months): 3 days office / 2 days WFH.
We are working with a well-established wealth management and financial planning firm in Middlesex who are looking to hire a Trainee or Junior Paraplanner to join their growing advice support team. This is an excellent opportunity for someone with existing paraplanning exposure who wants to develop into a fully competent Paraplanner within a structured, supportive environment.
The Role
You’ll work closely with Financial Advisers on a pooled basis, supporting the advice process through research, analysis, and report preparation. Candidates must ideally already have some paraplanning or technical support experience. The firm has a strong track record of developing junior paraplanners, with clear progression to full paraplanner status within 12–18 months, depending on experience and qualifications.
Key Responsibilities
- Support advisers with technical research and analysis
- Assist with preparation of suitability reports and advice documentation
- Carry out product and fund research
- Support client reviews and annual review preparation
- Work closely with advisers (approx. 1 paraplanner to 2 advisers)
- Liaise with internal admin/support teams (non-technical work handled separately by the back-office support team)
- Ensure work is accurate, compliant, and delivered to a high standard
What They’re Looking For
- Some existing paraplanning or technical support experience (essential)
- Level 4 Diploma preferred, but will consider candidates with 4–5 ROs and clear evidence of progression
- Strong understanding of the advice process
- Good attention to detail and analytical skills
- Willing to commute by car (office is not close to a train station)
They would also consider a fully qualified Paraplanner if the experience and salary expectations align.
Salary & Benefits
- £35,000 – £40,000 for trainee/junior level
- Up to c.£45,000 for a stronger or more experienced paraplanner
- Auto-enrolment pension
- Revenue-based bonus scheme
- Full training and development support
Why Join
- Structured progression into a full Paraplanner role
- Supportive team with experienced advisers and paraplanners
- Balanced working pattern with hybrid flexibility once established
- Opportunity to join a firm that invests time in developing people properly
If you have paraplanning experience and are looking for a role where you can develop, qualify, and progress, this is a strong long-term opportunity. Apply now for a confidential discussion.
Junior Paraplanner in Uxbridge employer: Eden Rose
Join a well-established wealth management firm in Hillingdon, Middlesex, where you will benefit from a structured and supportive environment that prioritises employee development. With a clear progression path to full Paraplanner status within 12–18 months, alongside a balanced working pattern that includes hybrid flexibility, this is an excellent opportunity for those looking to grow their careers in financial planning. The firm fosters a collaborative culture, ensuring you receive the training and mentorship needed to thrive in your role.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Uxbridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on a Junior Paraplanner role!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of the advice process. Practice common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your analytical skills! Bring examples of your past work or projects that highlight your attention to detail and research abilities. This will help you stand out as a candidate who can support advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to grow into a full Paraplanner role.
We think you need these skills to ace Junior Paraplanner in Uxbridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any paraplanning or technical support experience you have, as this is essential for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the Junior Paraplanner role and how your background makes you a great fit for our team.
Showcase Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. This will demonstrate your attention to detail, which we highly value at StudySmarter.
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’re considered for this exciting opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the advice process. Familiarise yourself with common financial products and regulations, as well as the specific services offered by the firm. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Experience
Be prepared to discuss your previous paraplanning or technical support experience in detail. Highlight specific projects or tasks you've worked on, and how they relate to the responsibilities of the Junior Paraplanner role. Use examples to demonstrate your analytical skills and attention to detail.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's approach to paraplanning and their expectations for the role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you. Consider asking about their training and development opportunities.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who fits into their supportive team culture, so being genuine and approachable can make a big difference. Show them why you'd be a great addition to their team!
