Paraplanner

Eden Rose; Fareham; Hybrid; GBP 50,000 - 61,000; Full time

Job summary

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.

Qualifications

• Analytical ability and attention to detail essential for technical paraplanning.
• Strong communication skills for client-facing work and adviser collaboration.
• Proactive, client-focused mindset to deliver tailored financial solutions.
• Ability to work collaboratively with advisers and understand client objectives.

Responsibilities

• Attend client meetings with adviser to capture objectives and provide technical input.
• Perform complex calculations, cashflow modelling, and research at Level 4+ expertise.
• Write detailed suitability reports in-house (some outsourced to chartered paraplanners).
• Conduct in-depth product and provider research to support technical recommendations.

Skills

Analytical ability

Attention to detail

Communication skills

Proactive client-focused

Education

Level 4 Diploma in Financial Planning

Job description

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

Employment Type: Full-time

About The Opportunity

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.

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+ 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

• 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.

What’s in It for You?

• 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.

Ready to take your paraplanning career to the next level?