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Permanent

Senior/Chartered Paraplanner - Progression to Financial Adviser, Marlow, £50,000 - £65,000

Marlow
money-bag 50000.00-50000.00 Annual
3089152280
Posted Today

Senior / Chartered Paraplanner - Progression to Financial AdviserLocation: Marlow, Buckinghamshire (Hybrid Working Available)Salary: £50,000 - £65,000 per annum + performance-related bonusJob Type: Full-time, PermanentThe 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 environmentThe 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 a

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