Remote Paraplanner

About the role

We are seeking a detail‑oriented Paraplanner to join Eden Rose, a client‑focused financial planning firm. The role is fully remote, allowing you to work from anywhere while supporting advisers in delivering high‑quality financial plans for a range of clients.

Key responsibilities

• Provide high‑quality technical research and analysis across pensions, investments, protection, tax planning, IHT and retirement strategies.
• Prepare and produce suitability reports and supporting documentation for financial advisers.
• Assist in the creation and review of financial plans, cash‑flow models and risk assessments.
• Liaise with advisers to understand client objectives and recommend appropriate solutions.
• Ensure reports and advice meet compliance and regulatory standards.
• Keep up to date with legislative and product changes affecting financial planning.
• Maintain accurate client records using CRM and back‑office systems such as Intelligent Office or Xplan.
• Support advisers in client meetings as needed.

Required profile

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential.
• At least 2 years’ experience in a paraplanning role within an IFA, wealth management or financial planning firm.
• Strong technical knowledge of pensions, investments, tax wrappers and protection products.
• Excellent attention to detail, organisational and communication skills.
• Comfortable working independently and collaboratively in a fast‑paced environment.

Required skills

• Intelligent Office
• Xplan
• CashCalc
• FE Analytics
• Voyant

What we offer

• Competitive salary £35,000‑£45,000 per year.
• Discretionary bonus.
• Flexible working – remote or hybrid options.
• Continued study support toward Chartered status.
• Supportive, collaborative team environment.
• Exposure to high‑net‑worth and complex client cases.