Technical Paraplanner - Potential Advisor Progression
Join to apply for the Technical Paraplanner - Potential Advisor Progression role at Eden Rose.
Location: Warwickshire | Salary: Competitive (depending on experience)
Office-Based | Progression to Adviser Available
A highly respected Chartered and independent financial planning firm is looking to appoint an experienced Technical Paraplanner to join their close-knit and professional team.
This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality, compliant reports and working collaboratively with advisers and support staff. The business offers a clear progression path into an adviser role, once proven in the position, making this a strong option for someone looking to grow their career in a truly client-focused environment.
What You’ll Be Doing
* Writing detailed, bespoke suitability reports across pensions, investments, and protection
* Conducting technical research and analysis to support high-net-worth client recommendations
* Working closely with experienced financial planners to deliver quality advice outcomes
* Supporting the advice process through preparation of review packs and recommendation documentation
* Ensuring all work is compliant with FCA regulations and internal processes
What We’re Looking For
* Proven experience in a paraplanning role within an IFA or wealth management environment
* Strong knowledge of pensions, investments, and holistic financial planning
* Confidence and competence in writing high-quality, client-facing suitability reports
* Level 4 Diploma qualified (or working towards, with strong technical skills)
Why Join?
* Well-established, independent Chartered firm with an excellent reputation
* Supportive, collaborative team culture with direct access to advisers and directors
* Fully office-based role with hands-on support and career development
* Progression opportunity to move into a financial planner role over time
This is a great opportunity for a paraplanner who wants to be part of a stable, professional firm that values
Seniority Level
* Mid-Senior level
Employment Type
* Full-time
Job Function
* Finance and Sales
Industries
* Staffing and Recruiting
Referrals increase your chances of interviewing at Eden Rose by 2x.
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