Paraplanner

Paraplanner – Eden Rose

Location:

Stockport

Salary: £40,000 + Benefits

Working Pattern: 4 days in office / 1 day from home

We are partnering with a well-established financial planning firm looking for a Diploma-qualified Paraplanner to join their growing team. This is a great opportunity for someone seeking long-term career progression into advice, with a clear pathway to Trainee Financial Adviser. You’ll work closely with advisers to deliver high-quality financial plans and support client portfolios. The firm prides itself on strong back-office support, professional development, and a collaborative, client-focused environment.

• Prepare and support comprehensive financial plans for clients, including pensions, investments, and retirement strategies.
• Conduct research on investment funds, insurance products, and financial markets.
• Assist advisers with suitability reports, client reviews, and documentation.
• Maintain accurate records and ensure compliance with regulatory standards.
• Support the team in onboarding and managing client portfolios.

• Diploma-qualified (Level
  4) – essential
• Previous paraplanning experience preferred
• Strong attention to detail and analytical skills
• Excellent communication and collaboration skills
• Ambition to progress into a Trainee Adviser role in the future

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