Amber River Premier in Marlow seeks a Senior Technical Consultant (Senior Paraplanner) to support the Founder/Directors by preparing high-quality, compliant financial recommendations for complex client needs.
You will analyse client data, conduct in-depth research across pensions, investments, protection, and tax planning, produce suitability reports, and work closely with Financial Planners to deliver technically robust advice while maintaining regulatory standards.
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Senior Paraplanner & Technical Consultant (Hybrid) in Marlow employer: Amber River Premier
Amber River Premier is an exceptional employer located in the picturesque town of Marlow, Bucks, offering a supportive work culture that values professional development and employee well-being. With a hybrid working model, employees enjoy the flexibility of remote work while also benefiting from in-person collaboration three days a week. The company provides clear pathways to professional qualifications, ensuring that every team member has the opportunity to grow and thrive in their career.
