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Permanent

Diploma Qualified Paraplanner - Wealth Management, Up to £50,000 + Bonus , Remote

Financial Divisions
Amersham
money-bag £45000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3128997558

Location: Amersham, Buckinghamshire (Remote Working with Occasional Office Attendance)Salary: Up to £50,000 + Bonus and Excellent Benefits (Private medical, Wellness Days, and social events)Hours: Full-TimeA highly regarded and growing financial planning firm based near Amersham, Buckinghamshire, is seeking an experienced, Diploma-qualified Paraplanner to join its technical team.This is a predominantly remote role, with occasional attendance at the firm''s Buckinghamshire office for team meetings, collaboration sessions and client-related activities.What''s on Offer?Fully remote workingSalary up to £50,000 depending on experienceSupportive and collaborative team cultureOpportunity to work closely with Financial Planners and clientsOngoing professional development and career progressionInvolvement in strategic business initiatives, including participation in the Investment CommitteeOpportunity to make a meaningful contribution to a growing and client-centric businessThe RoleAs a Paraplanner, you will provide technical expertise and comprehensive support to Financial Planners throughout the advice process.Key responsibilities include:Attending client meetings alongside Financial Planners to provide technical supportAssisting in the preparation and delivery of client meetingsGathering and analysing client financial informationProducing cashflow planning models and financial analysisConducting technical research across financial planning solutions and productsPreparing ..... full job details .....

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