Paraplanner

Location: Fareham (On-site, Hybrid, or Remote) – Working style flexible

Employment Type: Full-time

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.

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 & 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.

We’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.

• On-site, Hybrid, or Remote:
  This role offers flexibility for fully remote (with 2 days office presence per month for team meetings/inclusion) or fully on-site working.

• Competitive salary or approximately £55,000 (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.