Technical Client Support (Paraplanner)

Heat Recruitment; Fareham; Hybrid; GBP 40,000; Full time

Job summary

A respected financial planning firm in Fareham is seeking a Technical Client Support professional. The role involves supporting advisers with complex technical work and ensuring clients receive tailored advice. Ideal candidates have a Level 4 Diploma in Financial Planning and strong analytical skills. This position offers either remote or on-site work without hybrid options, with a competitive salary of up to £40,000 depending on experience.

Benefits

Competitive salary up to £40,000

Opportunity to develop advanced expertise

Supportive team environment

Qualifications

• Strong paraplanning background with exposure to complex technical work.

Responsibilities

• Sit in on client meetings to understand objectives and provide technical input.
• Perform complex calculations, research, and cashflow modelling.
• Produce detailed suitability reports in-house.
• Conduct in-depth product and provider research.

Skills

Excellent analytical ability

Attention to detail

Strong communication skills

Proactive, client-focused approach

Education

Level 4 Diploma in Financial Planning

Job description

Technical Client Support – Paraplanner

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

• 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 £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.