Senior / Chartered Paraplanner – Progression to Financial Adviser, Marlow, Buckinghamshire, £50,000 - £65,000 Basic

Location: Buckinghamshire

Job Ref: RW

Salary: £50,000 - £65,000 Basic + Performance Bonus + Benefits

Work From Home option: Yes

£50,000 – £65,000 Basic Salary + Performance Bonus + Benefits

Hybrid Working | Whole-of-Market Advice Firm | Clear Pathway to Financial Adviser

An outstanding opportunity has arisen for an experienced Senior or Chartered Paraplanner to join a highly respected independent financial planning firm based in Marlow.

With a reputation built over more than 30 years, this established wealth management practice provides holistic, whole-of-market financial planning advice to high-net-worth individuals, families and business owners. The firm has built long-standing client relationships through exceptional service, technical excellence and a genuine commitment to delivering tailored financial planning solutions.

Due to continued growth, they are seeking a technically strong Paraplanner who is looking to further develop their expertise while progressing towards a future Financial Adviser role.

This is an ideal opportunity for an ambitious Paraplanner who enjoys client interaction, complex financial planning work and wants a clearly defined route into advice within a supportive and professional environment.

The Opportunity

Working closely with a Senior Financial Adviser, you will play a key role in the delivery of comprehensive financial planning solutions across pensions, investments, tax planning, retirement planning and estate planning.

You will gain increasing client exposure while supporting high-net-worth cases and developing the skills required to transition into an advisory position over time.

Your responsibilities will include:

• Attending client meetings alongside advisers and assisting with fact-finding and relationship management
  • Preparing detailed suitability reports and financial planning recommendations
  • Conducting technical research across pensions, investments, protection, tax planning and estate planning
  • Researching products, providers and planning solutions to support client objectives
  • Liaising with clients, providers and third parties to ensure smooth implementation of advice
  • Supporting the design and delivery of holistic financial planning strategies
  • Assisting with ongoing client reviews and servicing requirements
  • Mentoring junior team members and sharing technical expertise where appropriate
  • Maintaining accurate client records and ensuring compliance with FCA requirements
  • Managing multiple cases effectively while maintaining high-quality standards

Requirements

• Level 4 Diploma in Regulated Financial Planning as a minimum
  • Minimum 3-4 years’ Paraplanning experience within an independent financial planning or wealth management firm
  • Strong technical knowledge across pensions, investments, retirement planning and tax planning
  • Experience preparing suitability reports independently
  • Excellent written and verbal communication skills
  • Comfortable participating in client meetings and client-facing activities
  • Strong organisational and workload management abilities
  • Genuine ambition to progress towards a Financial Adviser role

Highly Desirable

• Chartered Financial Planner status or actively working towards Chartered designation
  • Experience supporting high-net-worth and complex client cases
  • Previous mentoring or team leadership experience

What’s on Offer

• £50,000 – £65,000 basic salary depending on experience and qualifications
  • Performance-related bonus scheme
  • Hybrid working arrangement with office and home-based flexibility
  • Structured pathway towards becoming a Financial Adviser
  • Ongoing support towards Chartered Financial Planner status
  • Exposure to complex and high-net-worth client cases
  • Long-term career progression opportunities
  • Supportive and collaborative team environment
  • Opportunity to work within a highly respected independent financial planning firm

Why This Opportunity Stands Out

Many paraplanning opportunities offer technical development, but few provide a genuine route into advice.

This role combines exposure to sophisticated financial planning work, direct client interaction and a clearly defined adviser progression plan within an established and highly respected independent practice.

For an experienced Paraplanner looking to elevate their career, broaden their client exposure and work towards becoming a Financial Adviser, this opportunity offers an exceptional platform for long-term success.

To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to ryan@financialdivisions.co.uk.