Paraplanner

Paraplanner – Marlow

An exciting opportunity has arisen for an experienced Paraplanner to join a well-established and growing financial planning business in Marlow.

This role is ideal for a technically strong and detail-oriented individual who enjoys supporting advisers in delivering high-quality financial advice. You’ll work closely with advisers and wider support teams, helping to manage client cases from research through to recommendation and implementation.

The Role

As a Paraplanner, you will provide technical support to advisers, prepare suitability reports, conduct research, and assist in delivering tailored financial planning solutions for clients.

You’ll be joining a collaborative and professional environment where teamwork, client service, and technical excellence are highly valued.

Key Responsibilities

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• Supporting financial advisers with technical research and analysis
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• Preparing high-quality suitability reports and recommendations
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• Building and maintaining cashflow models
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• Assisting with complex financial planning queries and calculations
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• Attending client meetings where required and documenting outcomes
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• Managing client requests including withdrawals, contributions, and policy amendments
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• Maintaining accurate client and compliance records
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• Processing new business and supporting ongoing case management
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• Liaising with clients, providers, and internal stakeholders professionally and efficiently
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Skills & Experience Required

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• Level 4 Diploma in Regulated Financial Planning.
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• Previous paraplanning experience within a financial planning environment
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• Strong technical knowledge across pensions, investments, protection, and financial planning products
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• Excellent written and verbal communication skills
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• Strong organisational skills with the ability to manage multiple deadlines
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• High attention to detail and accuracy
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Personal Attributes

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• Professional and trustworthy approach
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• Proactive and reliable team player
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• Strong client service focus
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• Ability to work collaboratively within a fast-paced environment
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What’s on Offer

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• Competitive salary package
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• Supportive and collaborative culture
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• Opportunity to work alongside experienced advisers and technical professionals
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• Long-term career development within a growing business
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