Paraplanner

Ortus PSR Ltd.; Marlow; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

Join a leading wealth management firm in Marlow as a Paraplanner. You will support financial advisors in delivering personalized financial plans, conduct thorough research, and utilize your technical expertise in a collaborative environment. The firm offers competitive compensation, career development opportunities, and a supportive culture focused on quality client service.

Benefits

Flexible working options

Career development support

Qualifications

• Experience in a paraplanning role is essential.
• Diploma-qualified or working towards the qualification.
• Strong analytical skills with an eye for detail.

Responsibilities

• Prepare detailed reports and recommendations for financial advisors.
• Conduct comprehensive research on financial products for clients.
• Assist in the preparation of cash flow models.

Skills

Analytical Skills

Attention to detail

Communication Skills

Education

Diploma in Financial Planning

Job description

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.