Experienced PICOP Paraplanner – Financial Planning

About the role

Eden Rose, a leading independent financial planning firm, is looking for an experienced PICOP Paraplanner to join its specialist team in Manchester. You will work closely with advisers to provide detailed financial research, technical analysis, and report writing for personal injury and clinical negligence cases.

Key responsibilities

• Research existing and recommended financial planning arrangements to meet client objectives.
• Undertake investment portfolio analysis, including drawdown analysis.
• Verify periodical payments and associated calculations.
• Prepare trust reports and annual review reports within agreed timescales.
• Compile investment, pension, and protection illustrations and related documentation.
• Produce technical suitability reports and client communications.
• Ensure client files comply with FCA regulations and internal procedures.
• Support advisers with ongoing financial strategy reviews and annual client servicing.

Required profile

• Minimum of 2 years’ experience in a paraplanning role.
• Progression towards or completion of the Diploma in Regulated Financial Planning (Level 4).
• Strong technical knowledge across pensions, investments, and protection.
• Excellent report writing and analytical abilities.
• Ability to manage complex workloads while maintaining high attention to detail.
• Team‑oriented mindset with empathy and professionalism.

Required skills

• Investment portfolio analysis
• Drawdown analysis
• Trust report preparation
• Financial research
• Technical suitability reporting

What we offer

• Opportunity to develop technical expertise in a supportive, collaborative environment.
• Competitive salary range.
• Exposure to complex client cases in personal injury and clinical negligence.