Marlow
Paraplanner – Buckinghamshire – Hybrid Working
Competitive Salary + Bonus | Full Study Support | Excellent Benefits
We’re partnered with a medium-sized, well-established wealth management firm that delivers truly tailored financial planning across all areas. Known for building long-term, trusted relationships with their clients, they pride themselves on technical excellence, professionalism, and a supportive, forward-thinking culture.
This is a fantastic opportunity for a paraplanner seeking meaningful career progression, exposure to a wide range of technical work, and genuine client-facing involvement.
What You’ll Be Doing:
- Working closely with advisers on complex financial planning cases
- Preparing suitability reports and supporting documents across pensions, investments, tax planning, and estate planning
- Conducting in-depth research and technical analysis
- Attending client meetings (where appropriate) to support advisers and develop your client interaction skills
To be considered:
- Level 4 Diploma in Financial Planning (or equivalent)
- At least 3 years’ experience as a paraplanner
- Broad technical knowledge across pensions, investments, IHT, and tax-efficient strategies
- Strong attention to detail, communication skills, and a client-first mindset
Why Join This Firm?
- Hybrid working – enjoy flexibility with 2 days working from hom
- Career development – full training and exam support through to Chartered and Fellowship
- Professional, yet people-first culture – modern, flexible working paired with traditional professionalism
- Attractive benefits – including pension, performance-based bonuses, 25 days holiday, death in service, and health cash pla
- Cutting-edge tools – access to the latest research technology and resources
Whether you’re seeking more variety, greater responsibility, or a firm that truly invests in your long-term career, this is an opportunity worth exploring.
Apply today and one of our specialist consultants will be in touch to discuss the role in more detail before presenting your CV. Refer a friend or colleague and receive a £200 referral bonus if we help them secure a new role.
Keywords: Paraplanner, IFA Support, Financial Planning Technician, Technical Support, Chartered Paraplanner, Wealth Management