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Paraplanner - Pathway to Becoming a Financial Advisor!?? Average Client AUM: £750k-£1m!�? Hybrid or Fully Remote - Based in Marlow, Bucks?? £50-65k basic + revenue-based salary growth
Are you an experienced Paraplanner looking for a role that truly values your expertise and offers a clear route to becoming a Financial Advisor?
Join a highly regarded Independent Financial Advice firm with over 20 years of success in wealth management. Based near Marlow, Bucks, this firm delivers whole-of-market financial planning—covering Pensions, Investments, Tax Planning, IHT, Mortgages, Wills, Trusts, and more—to affluent clients across the Southeast.
Why This Role?
? Client-Facing & Relationship-Driven - Work closely with HNW clients, guiding them through their complete wealth management journey.? Career Progression - Potential to transition into an IFA role while gaining hands-on mentorship from an established, well-connected Advisor.? Flexible Working - Enjoy up to 10 days home working per month if desired.? Supportive Team - Lead and develop junior administrators eager to learn from your expertise.? Technical Excellence - Ideal for those passionate about holistic financial planning with a client-first approach.
What We’re Looking For:
?? 2-3 years of Paraplanning experience within an IFA or Wealth Management firm?? Level 4 Diploma in Financial Planning (Chartered status preferred or working towards)?? Strong knowledge of whole-of-market financial advice?? Commutable to Marlow for occasional office collaboration
If you're a Private Client Wealth Management professional providing top-tier holistic paraplanning support, this could be your next big move!
?? Interested? Contact Ryan at Financial Divisions
