Remote Paraplanner – £46k‑£48k, Bristol‑based (Hybrid)

About the role

Eden Rose is seeking an experienced Paraplanner to join a national wealth‑management business. The position is home‑based with a requirement to attend the Bristol office twice a month for team meetings and ad‑hoc collaboration. You will work within a supportive back‑office environment, benefiting from industry‑leading training and a clear path towards chartered status.

Key responsibilities

• Prepare comprehensive financial plans and client reports for private clients, corporations and high‑net‑worth individuals.
• Support financial advisers with research, data analysis and compliance documentation.
• Collaborate with the back‑office and leadership teams to ensure accurate and timely delivery of services.
• Participate in regular virtual and in‑person team meetings to maintain strong rapport with colleagues.
• Assist with the preparation of documentation for regulatory and audit purposes.

Required profile

• Proven experience as a Paraplanner within wealth management or financial planning.
• Based within a reasonable commuting distance of Bristol.
• Self‑motivated with the ability to work independently in a remote setting.
• Strong commitment to professional development and progression towards chartered status.

Required skills

What we offer

• Competitive salary £46,000‑£48,000 per year (flexible for additional experience).
• 25 days holiday plus bank holidays.
• Discretionary bonus scheme.
• 10% contributory pension.
• Private medical cover and 4× life assurance.
• Study support and exam preparation for chartered qualification.
• Clear progression opportunities within a market‑leading firm.