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

• 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