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 & 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 You
We're looking for someone who brings:
- Qualifications: Level 6 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 Arrangements
- Remote 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 £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.
Ready to take your paraplanning career to the next level?
Apply today and join a firm that values technical excellence and client care.
Senior Paraplanner in Fareham employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
