Paraplanner

Join a Chartered, Independent Firm Where Technical Excellence Is Valued

This is a Chartered, independent financial planning firm that is fully integrated into the community and has built around a genuinely client‑centric philosophy.

The business is led by hands‑on Chartered directors who work directly with clients and have grown the firm organically. They have trained and developed their own people over many years, creating a collaborative culture where technical quality, professionalism, and long‑term client relationships are central to everything they do.

This is not a corporate or volume‑driven environment. It is a values‑led firm where paraplanners are viewed as technical specialists and play a crucial role in delivering high‑quality holistic financial planning.

Location:

Lingfield, Surrey

Salary:
Up to £50,000

Level: The firm is now seeking a Level 4 Qualified, experienced Paraplanner to join its technical team.

• In-depth technical analysis and research
• Working closely with experienced, Chartered advisers
• Being part of a professional, supportive team
• Producing clear, well‑reasoned, client‑focused advice
• The successful candidate will be trusted with responsibility, actively involved in the advice process, and treated as an integral part of the firm — not a back‑office function.
• Supporting advisers in delivering a holistic financial planning service
• Producing high‑quality suitability reports and technical documentation
• Undertaking detailed product, fund, and strategy research
• Analysing full client financial positions using fact‑finds and adviser input
• Assisting with annual reviews and ongoing client servicing
• Implementing agreed investment and planning strategies
• Liaising with product providers and platforms
• Preparing documentation and information for client meetings
• Ensuring all work meets regulatory standards and Consumer Duty requirements

• Level 4 Diploma qualified
• Previous experience in a paraplanning role
• Strong technical knowledge and analytical skills
• Excellent attention to detail and written communication
• Organised, professional, and client‑focused
• Comfortable working collaboratively with advisers

• Opportunity to join a Chartered, independent firm
• Work within a client‑focused, relationship‑driven environment
• Direct access to and collaboration with experienced advisers
• A culture that values training, development, and retention
• The chance to make a genuine impact on the quality of advice delivered to clients