Paraplanner Opportunity – Elevate Your Career in Financial Planning

Join a Highly Respected Chartered Financial Planning Firm in Marlow, Buckinghamshire!

A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their team. Known for delivering bespoke wealth planning advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, this organization offers an exceptional platform for professional growth, backed by a reputation for excellence and a values-driven approach.

Why Consider This Opportunity?

Reputation for Excellence: Be part of a firm renowned for its technical expertise and personalized client service.
Innovative and Growing Environment: This organisation is part of a national group dedicated to delivering accessible, top-tier financial advice across the UK.
Supportive Culture: The workplace ethos emphasizes flexibility, employee wellbeing, and ongoing professional development.

Key Benefits

Hybrid Working Model: Balance work and life with 3 days in the office and 2 days working from home.
Competitive Compensation: Attractive salary based on experience.
Comprehensive Benefits Package: Including 25 days annual leave, a 4% company pension with NI benefits, death in service cover (up to £200k), and access to a CashPlan.
Career Development: Sponsorship for qualifications and professional advancement is provided.

The Role

The Paraplanner will work closely with 1–2 Financial Advisers and contribute to delivering first-class financial planning support. Key responsibilities include:

Conducting detailed research and providing technical assessments.
Preparing lifetime cashflow models, financial plans, and suitability reports.
Participating in client meetings and offering clear, actionable advice.
Managing complex cases and maintaining strong client relationships.
Ensuring all work is compliant and reflects high ethical standards.
Contributing to operational improvements and team success.

Ideal Candidate Profile

Qualifications: Level 4 CII Diploma in Financial Planning (mandatory), with advanced qualifications or Chartered Financial Planner status highly desirable.
Experience: Similar technical role within financial planning.
Skills and Attributes: Strong analytical and communication skills, attention to detail, and a proactive approach to problem-solving.