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Marlow
Financial planner
Home based Paraplanner

Home based Paraplanner

Allerton Park Recruitment Solutions

Posted 13 hours ago, valid for 25 days

Marlow, Buckinghamshire SL7 3BT

Full Time

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Sonic Summary

A high-quality Financial Planning Practice is seeking a Home-based Paraplanner with a salary ranging from Basic to £55,000 plus benefits.
The Paraplanner will work within an established Financial Planning team, supporting a Director and clients.
Key responsibilities include providing technical support, managing client relationships, preparing for meetings, cash flow modeling, report writing, and conducting research.
Candidates must have at least 3 years of dedicated Paraplanning experience, sound technical knowledge in Pension, Investment, and Tax Planning, and hold a Diploma.
The position offers full exam and personal development support, along with various development opportunities.

Home based Paraplanner - Basic to £55,000 + Benefits

A high quality Financial Planning Practice is looking for an additional Paraplanner to join their business.

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the Clients. Duties will include Technical support, Client relationship management, meeting preparation, cash flow modelling, report writing and research.

3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning) and Diploma status will be required.

Full exam and personal development support will be provided alongside a range of development opportunities.

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