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Job description

We are working exclusively with a firm of Chartered Financial Planners who due to a recent promotion are now looking to hire their next Paraplanner.

This is a firm that deals with UHNW individuals from successful entrepreneurs, business leaders, Family trusts and corporate clients which leads to highly technical and complex financial planning advice.

You will be supporting 2-3 Advisers by helping them build and develop effective working relationships with their clients, providing excellent customer service and keeping the client informed every step of the process.

This is an opportunity that can see you leading and heading up the paraplanning team or after 2-3 years moving into an Advise role.

As this is a hybrid working role you will be in the office 3 days a week, providing core hours are completed they will be able to be flexible in start and finish times.


  • Salary on offer is up to £50k depending on experience
  • Full support to obtain chartered status
  • 4% Pension
  • Group Life cover
  • Discretionary bonus
  • Medi cash plan

Due to the nature of clients they work with the ideal applicant will have experience of working within a high net worth IFA firm and hold a minimum of the level 4 diploma.

This is an opportunity that really doesn't come onto the market often.

If you feel this paraplanning role in Marlow could be suited to you, please click apply and we will be in touch with further details.

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