Paraplanner in Worcester - Eden Rose

Paraplanner

Worcestershire | Fully Office-Based

Early finish every Friday

An established and highly regarded Independent Financial Adviser firm in Worcestershire is looking to recruit an experienced Paraplanner to join their supportive, professional team.

This is a fully office-based role, ideal for a Paraplanner who enjoys working closely with advisers, values structure and collaboration, and wants to be part of a stable firm that recognises and rewards quality work — including an early finish every Friday.

The Role

You will play a central role in the financial planning process, producing detailed, compliant recommendations and supporting advisers with technical research and analysis.

Key Responsibilities

• Preparing suitability reports across pensions, investments, protection, and retirement planning
• Conducting product, fund, and platform research
• Working closely with advisers to shape client recommendations
• Ensuring all work meets FCA and compliance requirements
• Supporting cases from pre-meeting research through to post-meeting recommendations

About You

• Previous paraplanning experience within an IFA environment
• Strong technical knowledge and attention to detail
• Diploma qualified or working towards (preferred)
• Confident producing clear, accurate, and client-friendly reports
• Comfortable in a fully office-based role

What’s On Offer

• Fully office-based role in Worcestershire
• Early finish every Friday
• Supportive, professional working environment
• Long-term career development within a respected IFA firm

This role is ideal for a Paraplanner seeking stability, structure, and a better work–life balance while continuing to develop technically.