Paraplanner – Remote with Bristol office visits

About the role

Eden Rose is seeking an experienced Paraplanner to work remotely while being based near Bristol. The role supports a national wealth‑management business, providing financial planning services to private clients, corporations and high‑net‑worth individuals. You will collaborate with a back‑office and leadership team and attend team meetings at the Bristol office twice a month.

Key responsibilities

• Deliver a wide range of financial planning and investment services to private clients, corporations, HNW individuals and financial‑services professionals.
• Collaborate with the back‑office and leadership team to ensure high‑quality client outcomes.
• Attend team meetings in the Bristol office twice a month and participate in ad‑hoc office visits.

Required profile

• Proven experience as a Paraplanner.
• Based within a reasonable commuting distance of Bristol.
• Desire for autonomy and flexibility in a remote working environment.

Required skills

What we offer

• Salary up to £46,000 (flexible for more experience).
• 25 days holiday plus bank holidays.
• Discretionary bonus.
• 10% contributory pension.
• Private medical cover.
• Four‑times life assurance.
• Study support and exam assistance towards chartered status.
• Progression opportunities.