Senior paraplanner Work, Jobs in Sandhurst, Ham (with Salaries)

Office Manager / Senior Paraplanner
Bucks and Berks Recruitment —Marlow
- £55,000 - £65,000 a year
- Monday to Friday
- Financial services
- Leadership
- Communication skills
13h
Office Manager / Senior Paraplanner
Bucks & Berks Recruitment PLC —Marlow
- £65,000 a year
- Leadership
2d
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English

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Office Manager / Senior Paraplanner
Bucks and Berks Recruitment —Marlow
The role is office based Monday to Friday and comes with excellent benefits including 24 days holiday, and an enhanced pension.
£55,000 - £65,000 a year
13h
Office Manager / Senior Paraplanner
Bucks & Berks Recruitment PLC —Marlow
Posted: 08/06/26 Recruiter: Bucks & Berks Recruitment PLC Reference: 3119600279 Type: Permanent Salary: £65,000 Annual Location: Marlow, Buckinghamshire…
£65,000 a year
2d

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Office Manager / Senior Paraplanner

Bucks and Berks Recruitment -
Marlow

Apply Now

Job details

Permanent
£55,000 - £65,000 a year
13 hours ago

Benefits

Company pension

Qualifications

Financial planning
Financial services
Leadership
Communication skills

Full job description

Posted: 10/06/26 Recruiter: Bucks and Berks Recruitment Reference: 3120677491 Type: Permanent Salary: £55,000 - £65,000 Annual Location: Marlow, Buckinghamshire Description:

An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators.

This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility.

We are looking for someone with Level 4 Diploma in Financial Planning (DipPFS or equivalent) and experience in a managerial or supervisory role.

The role is office based Monday to Friday and comes with excellent benefits including 24 days holiday, and an enhanced pension.

Responsibilities will include:

Overseeing the smooth day-to-day running of the office
Writing complex suitability reports
Managing the end-to-end advice process
Ensuring compliance with internal processes and regulatory requirements
Supporting, mentoring, and supervising a small team
Working closely with Financial Planners to deliver high-quality client outcomes

Skills/Experience

Motivated and detail-oriented with strong technical knowledge and leadership capability
A minimum of 5 years' experience in financial services
Level 4 Diploma in Financial Planning (DipPFS or equivalent)
Experience in a managerial or supervisory role
Strong technical understanding of financial planning
Experience using Intelligent Office (I.O.) and adviser platforms
Excellent communication skills with both clients and colleagues
Strong organisational and team coordination abilities
Exceptional attention to detail
A proactive and self-motivated mindset
Reliability and a commitment to high standards

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.

As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.

Apply Now

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