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. 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 ..... full job details .....
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