Eden Rose

We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives...

Technical Paraplanner (Remote) Wiltshire Hybrid or Fully Remote £45,000 - £55,000 + Quarterly Bonus 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 Level 4 Diploma qualified Minimum of 3 years' paraplanning experience Strong technical...