Senior Paraplanner - Eden Rose : Job Details

Are you an experienced Senior Paraplanner with strong technical knowledge and a passion for delivering high-quality advice to high-net-worth clients?

We’re supporting a respected and expanding financial planning firm based in Crawley in their search for a Senior Paraplanner to join their growing team. This is an excellent opportunity for a chartered (or chartered-track) professional to take on a leadership role, contribute to business innovation, and support the delivery of first-class client outcomes.

Key Responsibilities:

• Work closely with advisers to design and deliver bespoke financial planning strategies

• Conduct detailed analysis across pensions, investments, tax planning, cash flow modelling, and estate planning

• Lead and support the paraplanning team to maintain high standards of accuracy and compliance

• Produce high-quality suitability reports and technical documentation

• Act as a technical resource across the business and support process improvement initiatives

• Engage directly with HNW clients and external professional partners where required

What We're Looking For:

• Minimum 3 years’ experience in a Paraplanning role, ideally with HNW private clients

• Chartered status (or actively working towards)

• Level 4 Diploma in Financial Planning (DipPFS or equivalent)

• Excellent technical knowledge across all key advice areas

• A collaborative, detail-focused professional with strong communication skills

• Leadership potential and a desire to help develop junior team members

• Organised, proactive and confident in driving service improvements

Package & Benefits:

• Salary: Up to £55,000 (negotiable based on experience and qualifications)

• Bonus: Discretionary bonus (split between personal performance and company profit)

• Pension scheme

• 25 days holiday + bank holidays

• Private medical insurance, life insurance, and death in service

• Fully funded training, including RO exams and chartered progression

• Discount perks, referral schemes, and employee assistance programme

• Free on-site parking

Why This Firm?

• Join a growing business undergoing exciting changes through a merger, opening the door to broader career pathways in wealth, financial advice, and tax planning

• Work in a firm that values progression, with the opportunity to take on leadership, mentoring, and project-based responsibilities

• Enjoy hybrid working (after 3-month onboarding) with flexibility built into your week

Apply now or get in touch for a confidential chat to learn more about this opportunity.