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.