Technical Paraplanner - potential Advisor progression - Eden Rose : Job Details

Technical Paraplanner

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 progression