At a Glance
- Tasks: Support financial advisors by preparing detailed reports and conducting client research.
- Company: Leading wealth management firm in Marlow with a personal touch.
- Benefits: Competitive salary, flexible working options, and clear career development pathways.
- Other info: Join a supportive team that values collaboration and personal connection.
- Why this job: Make a meaningful impact in financial advice while growing your career.
- Qualifications: Diploma-qualified or working towards, with strong analytical and communication skills.
The predicted salary is between 40500 - 49500 £ per year.
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.
Paraplanner in Marlow employer: Ortus PSR Ltd.
Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.
