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Permanent

Chartered Paraplanner

Marlow
money-bag 40000.00-40000.00 Annual
3090034499
Posted Today

Chartered Paraplanner/Junior - Maidenhead (Hybrid) Salary: Up to £60,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base, supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years'' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Cha

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