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Permanent

Senior / Chartered Paraplanner - Progression to Financial Adviser, Marlow, £50,000 - £65,0

Financial Divisions
Marlow
money-bag £50000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3127754714

Marlow, Buckinghamshire£50,000 - £65,000 Basic Salary + Performance Bonus + BenefitsHybrid Working Whole-of-Market Advice Firm Clear Pathway to Financial AdviserAn outstanding opportunity has arisen for an experienced Senior or Chartered Paraplanner to join a highly respected independent financial planning firm based in Marlow.With a reputation built over more than 30 years, this established wealth management practice provides holistic, whole-of-market financial planning advice to high-net-worth individuals, families and business owners. The firm has built long-standing client relationships through exceptional service, technical excellence and a genuine commitment to delivering tailored financial planning solutions.Due to continued growth, they are seeking a technically strong Paraplanner who is looking to further develop their expertise while progressing towards a future Financial Adviser role.This is an ideal opportunity for an ambitious Paraplanner who enjoys client interaction, complex financial planning work and wants a clearly defined route into advice within a supportive and professional environment.The OpportunityWorking closely with a Senior Financial Adviser, you will play a key role in the delivery of comprehensive financial planning solutions across pensions, investments, tax planning, retirement planning and estate planning.You will gain increasing client exposure while supporting high-net-worth cases and developing the skills required to transition into an ..... full job details .....

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