Eden Rose
Technical Paraplanner (Remote)
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Technical Paraplanner (Remote)
Technical Client Support – Paraplanner
Job Ref: 90764
Location: Fareham, Hampshire
Salary: £48,000 - £55,000 Per Annum
Employment Type: Permanent, Full-time (Flexible Working Style: Fully On-site or Fully Remote – No Hybrid)
About The Opportunity
Are you a Level 6 qualified Advanced/Technical Paraplanner, seeking a role where your expertise drives meaningful, impactful financial solutions? This is a standout opportunity to join a respected financial planning firm in Fareham, working closely with advisers and clients to deliver precise, tailored advice.
What You’ll Be Doing
Here’s a snapshot of your impactful responsibilities:
- Client Meetings: Actively participate in client sessions alongside advisers to gather insights and provide invaluable advice.
- Technical Analysis: Conduct intricate cashflow modelling and complex calculations, backed by Level 4/6 proficiency.
- Report Writing: Develop detailed suitability reports in-house—some outsourced to chartered paraplanners for advanced scrutiny.
- Research & Planning: Lead research into products and providers, offering technical recommendations to support advisers in formulating robust advice.
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As the adviser’s trusted technical partner, you’ll ensure clients receive precise, compliant, and highly personalised outcomes.
About You
We are seeking a proactive, detail-oriented paraplanner capable of:
- Qualifications: Mandatory Level 4 Diploma in Financial Planning.
- Experience: A background in paraplanning with hands-on exposure to sophisticated technical work.
- Skills:
- Outstanding analytical and problem-solving abilities.
- Strong communication to facilitate colleague and client clarity.
- Mindset:
- Unwavering client focus, prioritising their needs.
- Collaborative and solution-driven approach.
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Working Arrangements
Position offers flexibility:
- Fully remote or on-site.
- No hybrid arrangements currently available.
What’s in It for You?
- A competitive salary of up to £55,000, tailored to your experience.
- Early involvement in complex financial strategies, accelerating your technical expertise.
- Direct engagement with client meetings and nuanced planning scenarios.
- A supportive, high-performing team culture dedicated to excellence.
Ready to Leap?
Take your career further with a firm that prioritises both sharp technical knowledge and client-centred trust.
Apply today and join us on this journey!
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