Paraplanner - Remote / Hybrid

Amber River Premier are an award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire, We have a desire to make a positive difference, helping people live the life they want, with the security of a life plan and a committed team working hard on their behalf – for this generation, and the next. We provide bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. You will offer paraplanning support to 1 or potentially 2 Chartered Financial Planners, alongside a Private Client Administrator, working with HNW and UHNW clients. Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries. Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning. Help highlight operational areas of improvement and assist with any changes made. Take an analytical approach to making client recommendations and use good data skills to support these. You will ideally hold Diploma status or be working towards, and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. We can offer either office-based (Marlow, Buckinghamshire), or hybrid working (2 remote days/wk). The company office ethos combines a modern, flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. We offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment. We are a diverse group of independent, multi-skilled professionals, all committed to strengthening the lives of clients, colleagues and the communities we live and work in.