At a Glance
- Tasks: Deliver tailored financial advice and perform complex cashflow modelling.
- Company: Eden Rose, a dynamic financial planning firm in Fareham.
- Benefits: Remote/hybrid work options and a supportive team environment.
- Other info: Opportunity for professional growth in a high-precision role.
- Why this job: Join a client-focused team and make a real difference in financial planning.
- Qualifications: A Level 4 Diploma in Financial Planning is essential.
The predicted salary is between 41850 - 51150 £ per year.
Eden Rose in Fareham is seeking an experienced Technical Paraplanner to join our financial planning team.
This high-precision, client-facing role centers on delivering tailored, compliant advice with a strong technical focus.
You will work closely with advisers, attend client meetings, perform complex cashflow modelling and produce detailed suitability reports.
A Level 4 Diploma in Financial Planning is essential, with remote/hybrid flexibility supported.
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Senior Technical Paraplanner - Client-Facing Planning Expert 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.
