A well-established and forward-thinking wealth management firm is seeking an experienced Technical Paraplanner to join its growing team.
With over 30 years of delivering tailored financial planning solutions, the firm has built a strong reputation for supporting business owners, professionals, and private clients. You will be joining a collaborative and highly qualified team that places strong emphasis on quality, client outcomes, and continuous development.
The Role
Working closely with advisers, you will provide high-quality technical support, including:
- Preparing suitability reports and financial planning documentation
- Conducting research and analysing client information
- Supporting client reviews and recommendations
- Liaising with clients and internal teams
About You
- Minimum of 3 years’ paraplanning experience
- Strong technical knowledge and attention to detail
- Excellent organisational and communication skill
What’s on Offer
- Salary of £45,000 – £55,000 plus discretionary quarterly bonus
- Hybrid or fully remote working options
- Comprehensive benefits package including pension, life cover and wellness support
- Ongoing training and career development
This is an excellent opportunity for a paraplanner looking to join a professional and supportive firm with a strong reputation in the market.
#J-18808-LjbffrTechnical Paraplanner (Remote) in Witney 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.
