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Permanent

Paraplanner

Eden Rose
Fareham
money-bag £40000 Annual
Posted: 20 August 2026 (Today)
Closing date: 19 September 2026
Ref: 3159216490

ParaplannerLocation: Fareham (On-site, Hybrid, or Remote) - Working style flexibleSalary: Circa £40,000 - £45,000 (DOE)Employment Type: Full-timeAbout the OpportunityAre 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 DoingThis 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 YouWe''re looking for someone who brings:Qualifications: Level 4 Diploma in Financial Planning (essential).Experience: Strong paraplanning background with exposure to complex technical ..... full job details .....

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