SonicJobs Logo
Left arrow iconBack to search

Paraplanner

Ortus PSR
Posted a day ago, valid for 24 days
Location

Marlow, Buckinghamshire SL7 3BT

Salary

£30,000 - £36,000 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Join a leading wealth management firm in Marlow as a Paraplanner, where your expertise will shape the future of financial advice.
  • The position offers a competitive salary ranging from £40,000 to £50,000, depending on your skills and experience.
  • Candidates should have a diploma qualification (or be working towards one) and solid experience in a paraplanning role.
  • The role involves supporting financial advisors by preparing detailed reports, conducting client research, and ensuring compliance with industry regulations.
  • This opportunity promises a collaborative environment with clear career development pathways and flexible working options to enhance your work-life balance.
Join a team where your expertise shapes the future of financial advice.

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning? We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions. This is an opportunity to become part of a team that genuinely values collaboration, fosters growth, and is committed to providing an exceptional client experience.

Paraplanner Opportunity – £40,000-£50,000 – MarlowWhy join us?
  • Competitive Salary: £40,000 - £50,000, reflecting your skills and experience.
  • A Personal Touch: Be part of a firm that prides itself on offering a boutique, relationship-driven service where clients always come first.
  • Career Development: Clear pathways for progression and support for professional qualifications to help you advance your career.
  • Work-Life Balance: Enjoy flexible working options, including a hybrid model, allowing you to balance your career with your personal life.
  • Supportive Culture: Join a team where collaboration, mutual respect, and trust form the foundation of everything we do.
What you'll be doing:
  • Supporting Financial Advisors: Prepare detailed reports and recommendations, ensuring every client receives personalized, accurate financial plans.
  • Client Research & Analysis: Conduct comprehensive research on financial products and services to tailor solutions to each client's needs.
  • Technical Expertise: Use your knowledge to assist in the preparation of cash flow models and ensure compliance with the latest industry regulations.
  • Collaborative Environment: Work closely with financial advisors and administrators, contributing to a seamless, high-quality client experience.
About You:
  • Diploma-qualified (or working towards), with solid experience in a paraplanning role.
  • Strong analytical skills with an eye for detail and a commitment to accuracy.
  • Excellent communication skills to effectively liaise with advisors and clients.
  • Ability to manage multiple priorities in a dynamic, client-focused environment.

This is your chance to grow your career in a firm where you are more than just a number. If you’re ready to make a meaningful impact in the world of financial advice, apply today and be part of a team that values quality, integrity, and personal connection.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.