Technical Paraplanner: Client-Facing Financial Expert

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

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.