Senior Technical Paraplanner - Client-Facing Planning Expert

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

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.