Full job descriptionParaplanner – 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
*Supporting financial advisers with technical research and analysis
*Preparing high-quality suitability reports and recommendations
*Building and maintaining cashflow models
*Assisting with complex financial planning queries and calculations
*Attending client meetings where required and documenting outcomes
*Managing client requests including withdrawals, contributions, and policy amendments
*Maintaining accurate client and compliance records
*Processing new business and supporting ongoing case management
*Liaising with clients, providers, and internal stakeholders professionally and efficiently
Skills & Experience Required
*Level 4 Diploma in Regulated Financial Planning.
*Previous paraplanning experience within a financial planning environment
*Strong technical knowledge across pensions, investments, protection, and financial planning products
*Excellent written and verbal communication skills
*Strong organisational skills with the ability to manage multiple deadlines
*High attention to detail and accuracy
Personal Attributes
*Professional and trustworthy approach
*Proactive and reliable team player
*Strong client service focus
*Ability to work collaboratively within a fast-paced environment
What’s on Offer
*Competitive salary package
*Supportive and collaborative culture
*Opportunity to work alongside experienced advisers and technical professionals
*Long-term career development within a growing business