Trainee Paraplanner

Join to apply for the Trainee Paraplanner role at Eden Rose
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We are seeking trainee paraplanners to join a growing financial services team. This is a fantastic opportunity for individuals looking to start or grow their career in financial planning.

• Full training provided for all staff.
• Access to company pension scheme with 5% employer contributions.
• Death in service benefit (4x salary).
• Offices in Liverpool City Centre.

• Support financial advisers by preparing client reports, suitability documents, and cashflow models.
• Assist with pension, investment, and protection research.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Handle day‑to‑day client administration tasks including correspondence and meeting preparation.
• Liaise with product providers to progress applications and resolve queries.
• Contribute to ongoing process improvements within the paraplanning team.

• New to the industry and eager to start a career in paraplanning.
• Have some experience but not fully qualified (R0 exams not required initially).
• Fully qualified paraplanners looking for a new opportunity.
• Organised, detail‑oriented, and passionate about financial planning.

• Mid‑Senior Level

• Full-time

• Finance and Sales
• Staffing and Recruiting

Referrals increase your chances of interviewing at Eden Rose by 2x.