Senior Paraplanner in Hampshire

Senior Paraplanner in Hampshire

Hampshire Full-Time No working from home possible
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Senior Paraplanner Location: Fareham (On-site or Remote) - Working style flexible Salary: Up to £55,000 (Depending on experience and qualifications) Employment Type: Full-time About the Opportunity Are 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 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 4/6 expertise. Report Writing: Producing detailed suitability reports in-house (with some reports outsourced to chartered paraplanners). Research

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Contact Details:

Eden Rose Careers Recruitment Team