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.