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
Supporting financial advisers with technical research and analysis
Preparing high-quality suitability reports and recommendations
Building and maintaining cashflow models
Assisting with complex financial planning queries and calculations
Attending client meetings where required and documenting outcomes
Managing client requests including withdrawals, contributions, and policy amendments
Maintaining accurate client and compliance records
Processing new business and supporting ongoing case management
Liaising with clients, providers, and internal stakeholders professionally and efficiently
Skills & Experience Required
Level 4 Diploma in Regulated Financial Planning.
Previous paraplanning experience within a financial planning environment
Strong technical knowledge across pensions, investments, protection, and financial planning products
Excellent written and verbal communication skills
Strong organisational skills with the ability to manage multiple deadlines
High attention to detail and accuracy
Personal Attributes
Professional and trustworthy approach
Proactive and reliable team player
Strong client service focus
Ability to work collaboratively within a fast-paced environment
What’s on Offer
Competitive sa...
Paraplanner in Marlow employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
