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For Companies At a Glance
- Tasks: Support clients and advisers with tailored financial solutions and technical expertise.
- Company: Respected financial planning firm in Fareham with a focus on client care.
- Benefits: Competitive salary up to £40,000, flexible working options, and professional development.
- Why this job: Make a real impact in financial planning while developing advanced technical skills.
- Qualifications: Level 4 Diploma in Financial Planning and strong paraplanning experience required.
- Other info: Join a supportive team and work on complex cases for career growth.
The predicted salary is between 36000 - 60000 £ per year.
Location: Fareham (On-site or Remote – not hybrid)
Salary: Up to £40,000 (DOE)
Employment Type: Full-time
About the Opportunity
Are 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 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 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 Arrangements
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.
Technical Client Support (Paraplanner) in Fareham employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Client Support (Paraplanner) in Fareham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client support. Practise common interview questions and think about how your Level 4 qualifications can shine through in your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your technical analysis work or suitability reports to interviews. This will demonstrate your expertise and give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on this opportunity to elevate your paraplanning career!
We think you need these skills to ace Technical Client Support (Paraplanner) in Fareham
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Financial Planning right at the start. We want to see that you’ve got the essential qualifications that make you a great fit for this Technical Client Support role.
Tailor Your Experience: When you’re detailing your experience, focus on your strong paraplanning background and any complex technical work you’ve done. We love seeing how your past roles have prepared you for this position, so don’t hold back!
Communicate Clearly: Since this is a client-facing role, it’s crucial to demonstrate your strong communication skills. Use clear and concise language in your application to show us you can convey complex information effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Technical Stuff
Make sure you brush up on your Level 4 knowledge and any recent changes in financial regulations. Be ready to discuss complex calculations and cashflow modelling, as these will likely come up during the interview.
✨Showcase Your Client-Facing Skills
Since this role involves client meetings, prepare examples of how you've successfully communicated technical information to clients in the past. Highlight your ability to simplify complex concepts and ensure clients feel understood.
✨Prepare for Report Writing Questions
Expect questions about your experience with producing suitability reports. Bring along samples of your work if possible, and be ready to discuss your approach to ensuring accuracy and compliance in your reports.
✨Demonstrate a Proactive Mindset
This role requires a proactive, client-focused approach. Think of instances where you've taken the initiative to solve problems or improve processes. Show that you're not just reactive but can anticipate client needs and adviser requirements.
