Eden Rose
Technical Paraplanner
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Job Ref
90986
Location
Fareham
Salary
£40,000 - £45,000 Per Annum
Employment Type
Permanent
Location: Fareham, Hampshire
Type: Permanent
Job #90986
Salary: £40,000 - £45,000 Per Annum
Paraplanner
Location: Fareham (On-site, Hybrid, or Remote) – Working style flexible
Salary: Circa £40,000 – £45,000 (DOE)
Employment Type: Full-time
About The Opportunity
Are you an experienced, Level 4 Diploma qualified Technical Paraplanner looking for a role where your technical expertise truly makes an impact? This is an exciting opportunity to join a respected financial planning firm in Fareham as a Technical Client Support professional, working closely with advisers and clients to deliver high-quality, tailored financial solutions.
What You’ll Be Doing
This is a highly technical, client-facing role where you’ll be involved in every stage of the advice process. Your responsibilities will include:
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- Client Meetings: Sitting in on client meetings alongside the adviser to understand objectives and provide technical input.
- Technical Analysis: Performing complex calculations, research, and cashflow modelling at Level 4+ expertise.
- Report Writing: Producing detailed suitability reports in-house (with some reports outsourced to chartered paraplanners).
- Research & Planning: Conducting in-depth product and provider research, supporting the adviser with technical recommendations.
You’ll be the adviser’s right-hand person for technical work, ensuring clients receive accurate, compliant, and tailored advice.
About You
We’re looking for someone who brings:
- Qualifications: Level 4 Diploma in Financial Planning (essential).
- Experience: Strong paraplanning background with exposure to complex technical work.
- Skills: Excellent analytical ability, attention to detail, and strong communication skills.
- Mindset: A proactive, client-focused approach and ability to work collaboratively with advisers.
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Working Arrangements
On-site, Hybrid, or Remote: This role offers flexibility for fully remote (with 2 days office presence per month for team meetings/inclusion) or fully on-site working.
What’s in It for You?
- Competitive salary or approximately £45,000 (depending on experience).
- Opportunity to work on complex technical cases and develop advanced expertise.
- Direct involvement in client meetings and strategic financial planning.
- Supportive team environment with exposure to high-quality advice processes.
Ready to take your paraplanning career to the next level?
Apply today and join a firm that values technical excellence and client care.
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