Senior Paraplanner
Senior ParaplannerLocation: Fareham (On-site or Remote) - Working style flexibleSalary: Up to £55,000 (Depending on experience and qualifications)Employment Type: Full-timeAbout the OpportunityAre you a Level 6 qualified Advanced/Technical or Chartered 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 4/6 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 6 Diploma in Financial Planning (essential).Experience: Strong paraplanning background ..... full job details .....
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