Technical Paraplanner

Eden Rose; Fareham; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

Eden Rose is seeking a technically-skilled Paraplanner to support advisers and clients with complex financial planning. This role involves hands-on paraplanning, detailed cashflow modelling, and producing suitability reports to underpin tailored financial strategies.

You will join a collaborative team that values accuracy, proactive problem-solving, and clear client communication. The role offers on-site, hybrid, or remote working options to fit your schedule and client needs.

Qualifications

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

Responsibilities

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

Skills

Analytical

Attention to detail

Communication

Team player

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner

• Location: Fareham, Hampshire
• Type: Permanent
• Job #91239
• Salary: £40,000 - £55,000 Per Annum

Location:

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

Salary:

Circa £40,000 - £50,000 (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.