Eden Rose
Paraplanner
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Job Ref
90831
Location
Uxbridge
Salary
£38,000 - £45,000 Per Annum
Employment Type
Permanent
Location: Uxbridge, Greater London
Type: Permanent
Job #: 90831
Salary: £38,000 - £45,000 Per Annum
Paraplanner
Hybrid Working | Full-Time (37.5 Hours per Week) | Up to £45,000 + Bonus
Join a Growing Independent Financial Planning Practice
Are you an experienced Paraplanner looking to join a professional, collaborative and client-focused financial planning firm?
We are an independent financial planning practice dedicated to building long-term relationships with our clients through exceptional service, trusted advice and a highly personal approach. As our business continues to grow, we are seeking a skilled Paraplanner to provide high-quality technical support to our advisers and play a key role in delivering outstanding client outcomes.
This is an excellent opportunity for a technically strong Paraplanner who enjoys analysing complex cases, producing high-quality suitability reports and contributing to a team where quality of advice is the priority.
The Role
Working closely with Financial Advisers, you will provide technical expertise and research support throughout the financial planning process. You will be responsible for analysing client circumstances, researching solutions and preparing clear, compliant suitability reports across a range of financial planning areas.
The successful candidate will become a valued member of a close-knit team that prides itself on professionalism, collaboration and delivering exceptional client experiences.
Key Responsibilities
- Prepare high-quality suitability reports across pensions, investments and protection.
- Conduct technical research and analysis to support client recommendations.
- Review and analyse existing client arrangements and provider information.
- Carry out product, platform and fund research using industry tools, including FE Analytics where appropriate.
- Support advisers in developing suitable financial planning strategies.
- Assist with complex technical queries and case preparation.
- Review and interpret information obtained through Letters of Authority (LOAs).
- Liaise with providers, platforms and third parties where required.
- Maintain accurate client records and workflows within Intelligent Office (iO).
- Keep up to date with industry, regulatory and technical developments.
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About You
Essential Experience & Skills
- Previous experience as a Paraplanner within an IFA, Financial Planning or Wealth Management practice.
- Strong technical knowledge of pensions, investments and protection.
- Experience producing suitability reports.
- Excellent analytical and research skills.
- Strong report-writing ability.
- Excellent attention to detail and accuracy.
- Ability to manage multiple cases and deadlines effectively.
- Strong written and verbal communication skills.
Desirable Experience & Qualifications
- Diploma in Financial Planning (or working towards Chartered status).
- Experience using Intelligent Office (iO).
- Experience using FE Analytics.
- Knowledge of cashflow modelling software.
- Experience supporting Financial Advisers within an independent financial planning environment.
Personal Qualities
We Are Looking For Someone Who
- Enjoys solving technical financial planning challenges.
- Takes pride in producing high-quality work.
- Is proactive, organised and dependable.
- Works collaboratively within a team environment.
- Builds strong relationships with colleagues and advisers.
- Shares our commitment to delivering outstanding client service.
- Contributes ideas and supports continuous improvement.
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What’s on Offer?
Competitive Package
- Competitive salary dependent on experience
- Business Performance Bonus Scheme (currently providing the opportunity to earn approximately £3,000 per annum in addition to base salary)
- Hybrid working arrangement
- Ongoing professional development and technical training
- Support towards professional qualifications and Chartered status
- Opportunity to join a growing and ambitious independent financial planning practice
- Supportive and collaborative team culture
Career Development
We believe that learning never stops.
Whether your ambition is to deepen your technical expertise, progress towards Chartered status or develop specialist knowledge in particular areas of financial planning, we are committed to supporting your professional growth and long-term career development.
Why Join Us?
We are a relationship-led business where teamwork, professionalism and client outcomes sit at the heart of everything we do. Every member of the team has a genuine impact on the success of the business and the experience our clients receive.
If you’re an experienced Paraplanner looking for a role where your technical expertise is valued, your development is supported and your contribution is recognised, we’d love to hear from you.
Apply today to join our growing financial planning team.
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