Technical Paraplanner

Eden Rose; Fareham; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Remote work option

Competitive salary

Job summary

Eden Rose in Fareham is seeking an experienced Paraplanner (L4 Diploma) to join our financial planning team, delivering technical input and tailored solutions.

You will work closely with advisers and clients, participate in meetings, perform complex cashflow modelling, and produce in-house suitability reports, with hybrid working options.

This permanent, full-time role offers a competitive salary and the chance to develop advanced technical expertise in a supportive environment.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Strong paraplanning background with exposure to complex technical work is expected.
• Excellent analytical ability, attention to detail and communication skills are essential.
• Proactive, client-focused approach and ability to work with advisers is important.

Responsibilities

• Client meetings: Attend meetings with advisers to gather objectives and provide technical input.
• Technical analysis: Conduct cashflow modelling, calculations and research at Level 4+ expertise.
• Report writing: Produce detailed suitability reports in-house, with some outsourced to chartered paraplanners.
• Research & planning: Perform product and provider research to support advisers.

Skills

Analytical thinking

Attention to detail

Communication skills

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner

Job Ref: 90986

Location: Fareham, Hampshire

Salary: £40,000 - £45,000 Per Annum

Employment Type: Permanent

• Location: Fareham, Hampshire


• Type: Permanent


• Job #90986


• Salary: £40,000 - £45,000 Per Annum

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

Salary: Circa £40,000 – £45,000 (DOE)

Employment Type: Full-time

About The Opportunity

Are you an experience, 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 £45,000 (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.