Senior Paraplanner & Technical Consultant (Hybrid)

Amber River Premier; Marlow; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Amber River Premier in Marlow seeks a Senior Technical Consultant (Senior Paraplanner) to support the Founder/Directors by preparing high-quality, compliant financial recommendations for complex client needs.

You will analyse client data, conduct in-depth research across pensions, investments, protection, and tax planning, produce suitability reports, and work closely with Financial Planners to deliver technically robust advice while maintaining regulatory standards.

Qualifications

• Chartered Paraplanner with UK experience or equivalent.
• Strong technical knowledge of pensions, investments, protection, and tax planning.
• Experience preparing complex technical reports for high-net-worth clients.
• Excellent organisational and analytical abilities.

Responsibilities

• Analyse client circumstances, objectives, and attitude to risk
• Conduct detailed research across pensions, investments, protection, and tax planning
• Prepare high-quality suitability reports and recommendation documents
• Provide technical expertise to support advisers on complex cases
• Work closely with Financial Planners to design appropriate client strategies
• Ensure all client files are complete, accurate, and fully compliant
• Support the implementation of advice and maintain smooth client journeys
• Liaise with clients, providers, and professional connections where required
• Maintain accurate client records and audit trails (CRM systems)
• Keep up to date with regulatory, legislative, and product development
• Manage workload effectively to meet deadlines and SLAs
• Use internal systems to maintain and update client data
• Identify opportunities to improve processes and efficiency within the team

Skills

Analytical skills

Communication skills

Attention to detail

Relationship-building

Education

CII Chartered Status

Tools

Curo

Conquest

PlannerPal

Job description

Amber River Premier in Marlow seeks a Senior Technical Consultant (Senior Paraplanner) to support the Founder/Directors by preparing high-quality, compliant financial recommendations for complex client needs.

You will analyse client data, conduct in-depth research across pensions, investments, protection, and tax planning, produce suitability reports, and work closely with Financial Planners to deliver technically robust advice while maintaining regulatory standards.