Job Description
Paraplanner – Independent Financial Planning Firm
Location: Westerham or Camberley
Salary: £50,000 + benefits
Are you a Paraplanner who believes great advice starts with genuine independence and a client-first mindset? Have you got experience of mentoring and supervising more junior team members?
Our client is a growing Independent Financial Planning firm helping clients achieve clarity and confidence in their financial futures — and we’re looking for a talented Paraplanner to join their close-knit team.
What You’ll Do
You’ll be the technical backbone of our planning process, supporting Advisers in delivering tailored, compliant, and high-quality financial advice.
Prepare cashflow models, research, and suitability reports
Conduct in-depth analysis across pensions, investments, and protection
Ensure everything we deliver meets FCA and compliance standards
Collaborate closely with Advisers to create holistic financial plans that genuinely change lives
What We’re Looking For
Level 4 Diploma qualified (or working towards it)
Experience within an independent financial planning environment
Confident using tools like Voyant, FE Analytics, or Intelligent Office
Detail-focused, analytical, and proud of delivering high-quality work
A team player who thrives in a collaborative, client-driven culture
What's on Offer
Competitive salary and flexible working
Support toward Chartered status
Genuine autonomy — no corporate red tape
A warm, supportive team that values integrity over sales targets
We’re independent for a reason — it lets us focus solely on what’s right for our clients.
If you’re a Paraplanner who shares that philosophy, we’d love to hear from you.