Paraplanner

JR United Kingdom; Marlow; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in financial planning seeks experienced Paraplanners to join their dedicated team in Marlow. This role involves providing technical support to Chartered Financial Planners, conducting in-depth research, and preparing comprehensive financial plans for high-net-worth clients. The company values employee development and offers a modern, flexible working environment that fosters professional growth. If you are passionate about delivering high-quality advice and thrive in a collaborative setting, this is a fantastic opportunity to make a significant impact in the lives of clients while advancing your career.

Benefits

Qualification Sponsorship

Flexible Working Hours

Employee Development Programs

Positive Working Environment

Qualifications

• Experience in a technical role related to financial planning.
• Strong understanding of Investment, Tax, Trust, and Pension products.

Responsibilities

• Conduct extensive research and provide technical assessments for advisers.
• Prepare financial plans including cashflow models and tax planning.
• Engage professionally with clients and maintain long-term relationships.

Skills

Technical Assessments

Client Communication

Research Skills

Analytical Skills

Problem Solving

Education

Diploma in Financial Planning

Job description

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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.

We are currently looking to recruit highly professional and experienced Paraplanners to join our team of experts.

The role requires working closely with Advisers, Clients and the wider support team to ensure clients receive first class advice and support. You will offer paraplanning support to 1 or potentially 2 Chartered Financial Planners, alongside a Private Client Administrator, working with HNW and UHNW clients.

Role Accountabilities

• Conducting extensive research and providing Advisers with technical assessments and reports.
• Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
• Produce technical and compliant suitability letters.
• Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
• Manage complex cases and find solutions to technical problems
• Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
• Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
• Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
• Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
• 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.
• Translate complex information into easy-to-understand client correspondence
• Ensure all work meets all compliance, high ethical standards and reflects the company values
• Contribute to the team’s work enjoyment, growth, and success

To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. 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. This is an excellent opportunity to join a company who values our employees and works hard to create a positive working environment.

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. That’s why enriching lives is our purpose and first priority.