Technical Paraplanner

1 week ago

Sutton Coldfield, United Kingdom Eden Rose Full time

Technical Paraplanner Join to apply for the Technical Paraplanner role at Eden Rose Sutton Coldfield Hybrid (3 Days WFH Once Established) A boutique, high-net-worth financial planning firm in Sutton Coldfield is seeking a high-calibre Technical Paraplanner to join their respected and close-knit team. This is a role for someone who takes pride in technical excellence and enjoys working within a firm where quality advice and client care come first. Key Responsibilities Produce bespoke, compliant suitability reports for high-net-worth clients Conduct detailed technical research across all advice areas Build and maintain accurate cashflow models Prepare technical summaries and meeting packs Maintain close communication with advisers and providers Support the delivery of high-quality, personalised financial strategies What They’re Looking For Experienced paraplanner with strong technical grounding Level 4 Diploma qualified minimum Someone who wants to be a paraplanner, not an adviser in the short term Happy to consider candidates open to advising longer‑term (around a 5‑year horizon) High attention to detail and comfort handling complex HNW cases Professional, articulate and collaborative Hybrid & Working Environment Hybrid working offered after you’ve settled in – 3 days per week from home Supportive, high-quality environment with exposure to complex technical work Advisers are happy to authorise paraplanners due to the level of client contact Salary & Benefits £40,000–£60,000 depending on experience and capability 25 days holiday, rising by 1 day each year up to 30 Pension: 3% employer, increasing to 5% after 5 years Private medical insurance after 6-month probation (family can be added) Death in Service: 4x salary Office closed between Christmas and New Year Long-term development and full exam support available If you’re a technically strong paraplanner who thrives in a high-net-worth, detail‑driven environment and values long‑term stability, this is a standout opportunity. Apply today or reach out for a confidential discussion. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Staffing and Recruiting #J-18808-Ljbffr

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