Join a team where your expertise shapes the future of financial advice.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning? We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions. This is an opportunity to become part of a team that genuinely values collaboration, fosters growth, and is committed to providing an exceptional client experience.
Paraplanner Opportunity – £40,000-£50,000 – Marlow
Why join us?
- Competitive Salary: £40,000 - £50,000, reflecting your skills and experience.
- A Personal Touch: Be part of a firm that prides itself on offering a boutique, relationship-driven service where clients always come first.
- Career Development: Clear pathways for progression and support for professional qualifications to help you advance your career.
- Work-Life Balance: Enjoy flexible working options, including a hybrid model, allowing you to balance your career with your personal life.
- Supportive Culture: Join a team where collaboration, mutual respect, and trust form the foundation of everything we do.
What you'll be doing:
- Supporting Financial Advisors: Prepare detailed reports and recommendations, ensuring every client receives personalized, accurate financial plans.
- Client Research & Analysis: Conduct comprehensive research on financial products and services to tailor solutions to each client's needs.
- Technical Expertise: Use your knowledge to assist in the preparation of cash flow models and ensure compliance with the latest industry regulations.
- Collaborative Environment: Work closely with financial advisors and administrators, contributing to a seamless, high-quality client experience.
About You:
- Diploma-qualified (or working towards), with solid experience in a paraplanning role.
- Strong analytical skills with an eye for detail and a commitment to accuracy.
- Excellent communication skills to effectively liaise with advisors and clients.
- Ability to manage multiple priorities in a dynamic, client-focused environment.
This is your chance to grow your career in a firm where you are more than just a number. If you're ready to make a meaningful impact in the world of financial advice, apply today and be part of a team that values quality, integrity, and personal connection.