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 • 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