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