Paraplanner
ParaplannerLocation: Fareham (On-site or Remote - not hybrid)Salary: Up to £40,000 (DOE) Employment Type: Full-timeAbout the OpportunityAre you a Level 4 qualified 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 (Paraplanner) 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 & 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 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.Working ArrangementsRemote or On-site: This role offers flexibility for fully remote or fully on-site working.No Hybrid: The firm does not currently offer hybrid arrangements.What’s in It for You?Competitive salary up to £40,000 (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.
read more