Senior Paraplanner

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

Salary: Up to £55,000 (Depending on experience and qualifications)

Employment Type: Full-time

Are you a Level 6 qualified Advanced/Technical or Chartered 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.

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.

We're looking for someone who brings:

• Qualifications: Level 6 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.

• 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.

• Competitive salary up to £55,000 (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.