Paraplanner

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, L4 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: 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 and 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 ..... full job details .....