Eden Rose
Paraplanner – up to £45,000 – Hybrid
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 and recommend appropriate solutions
- Ensure reports and advice meet compliance and regulatory standards
- Keep up to date with legislative and product changes affecting financial planning
- Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
- Support advisers in client meetings as needed (optional depending on role)
Skills & Experience Required
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
- Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm
- Strong technical knowledge across pensions, investments, tax wrappers, and protection products
- Excellent attention to detail, organisational and communication skills
- Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)
- Comfortable working independently and collaboratively in a fast-paced environment
What’s on Offer
- Competitive salary discretionary bonus
- Flexible working (hybrid or remote options depending on firm)
- Continued study support toward Chartered status
- A supportive, collaborative team environment
- Exposure to high-net-worth and complex client cases
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.