Senior / Chartered Paraplanner – Progression to Financial Adviser
Location: Marlow, Buckinghamshire (Hybrid Working Available)
Salary: £50,000 – £65,000 per annum + performance-related bonus
Job Type: Full-time, Permanent
The Opportunity
• A highly regarded and fully independent Financial Planning firm in Marlow is seeking a Senior or Chartered Paraplanner to join its growing team
• This is more than a technical role—it’s a clear and supported pathway into becoming a Financial Adviser within a firm that actively develops its people
• You will work closely with an experienced Adviser, helping deliver tailored, high-quality financial planning solutions to high-net-worth clients
• A rare opportunity to build both your technical expertise and your future in advice, within a collaborative and forward-thinking environment
The Role
• Attend client meetings alongside the Adviser, supporting fact-finding and contributing to strong, long-term client relationships
• Prepare detailed, compliant suitability reports across pensions, investments, protection, and estate planning
• Conduct whole-of-market research to support well-informed and tailored client recommendations
• Act as a key point of contact between clients, providers, and third parties, ensuring smooth implementation of advice
• Support the design of holistic financial strategies for private clients and families
• Mentor junior team members and contribute to the continued development of the team’s technical capability
• Maintain accurate records in line with FCA requirements
• Take ownership of your workload, managing deadlines with consistency and professionalism
About You
• An experienced paraplanner with strong technical ability and a clear ambition to progress into an advisory role
• Someone who takes pride in the quality of their work and enjoys being part of a professional, collaborative team
• A confident communicator, comfortable working both independently and alongside advisers and clients
Essential Requirements
• Level 4 Diploma in Regulated Financial Planning (minimum requirement)
• 3–4 years’ paraplanning experience within an independent, whole-of-market IFA practice
• Strong technical knowledge across pensions, investments, and tax planning
• Confident in a client-facing environment
• Ability to manage workload effectively and meet deadlines
Desirable
• Chartered Financial Planner status (or working towards)
• Experience working with high-net-worth clients
• Previous mentoring or team support experience
Benefits
• Competitive salary of £50,000 – £65,000 per annum (depending on experience)
• Performance-related bonus linked to revenue
• Hybrid working, offering flexibility between office and home
• A clearly defined and supported route into a Financial Adviser role
• Ongoing support with Chartered progression and professional development
• A stable, collaborative, and well-respected firm environment
About the Company
• A well-established independent financial planning firm with over 30 years of experience
• Provides comprehensive advice across pensions, investments, protection, tax, and estate planning
• Built on a reputation of trust, technical excellence, and long-term client relationships
This is an excellent opportunity for a paraplanner who wants more than just a role—offering genuine progression, strong mentorship, and the chance to build a long-term career in financial advice.
To apply or learn more, please contact Ryan at Financial Divisions.