Job Description
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.
The firm is able to provide a route to becoming a financial planner.
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.
This role will suit someone who enjoys:
* 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
To be considered:
* 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
Why This Role:
* 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