Job Description
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
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