Manchester
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.