Eden Rose
Technical Paraplanner (Remote)
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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.
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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 knowledge and attention to detail
- Excellent organisational and communication skills
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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.
Apply now for further details.
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