Paraplanner

Anthony Alexandra; Guildford; On-site; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Salary up to £55,000

Training and qualifications support

Career progression

Ethical business culture

Job summary

Anthony Alexandra in Guildford is seeking an experienced Paraplanner to join a growing team of financial advisers. The role focuses on technical research, analysis and preparing high-quality advice documentation, with access to modern planning software and strong support systems.

You will work on pensions, investments, retirement planning, inheritance tax planning and protection, delivering client-focused outcomes within a collaborative, professional environment.

Qualifications

• Diploma in Regulated Financial Planning (Level 4) required or in progress.
• Experience as a Paraplanner within a financial planning firm.
• Strong knowledge of pensions, investments, retirement planning, and protection.

Responsibilities

• Provide paraplanning support across pensions, investments, retirement planning, inheritance tax planning, and protection.
• Prepare suitability reports, recommendation letters and supporting documentation.
• Carry out cashflow modelling and retirement planning analysis.
• Ensure all recommendations are fully researched, compliant and well documented.
• Liaise with advisers, providers, and administrators to progress cases efficiently.

Skills

Analytical skills

Report writing

Organisational skills

Client-focused

Education

Regulated Financial Planning Diploma Level 4

Tools

Financial planning software

Job description

Paraplanner – Guildford | Up to £55,000

An established and highly regarded independent financial planning firm in Guildford is looking for an experienced Paraplanner to join its growing team. Known for its client-first approach, the firm is built on long-term relationships, integrity, and delivering high-quality financial advice.

This is an excellent opportunity for a technically strong paraplanner who enjoys research, analysis, and report writing, and wants to play a key role in delivering positive client outcomes within a collaborative and professional environment.

The Role

Working alongside a team of Financial Advisers, you’ll provide comprehensive paraplanning support across a wide range of financial planning areas, including pensions, investments, retirement planning, inheritance tax planning, and protection.

You’ll have access to modern financial planning software, established processes, and dedicated administrative support, allowing you to focus on technical research, analysis, and preparing high-quality advice documentation. The role offers exposure to complex planning cases and opportunities to further develop your technical expertise.

Key Responsibilities

• Conduct technical research and analyse financial planning solutions.
• Prepare suitability reports, recommendation letters, and supporting documentation.
• Support advisers in developing tailored financial planning strategies.
• Analyse pensions, investments, and protection arrangements.
• Carry out cashflow modelling and retirement planning analysis.
• Ensure recommendations are fully researched, compliant, and well documented.
• Liaise with advisers, providers, and administrators to progress cases efficiently.
• Maintain accurate client records in line with FCA and regulatory requirements.
• Keep up to date with legislative, tax, and technical changes.
• Contribute to maintaining and improving paraplanning processes and standards.

About You

• Diploma in Regulated Financial Planning (Level 4) qualified, or actively working towards completion.
• Previous experience as a Paraplanner within a financial planning firm.
• Strong technical knowledge of pensions, investments, retirement planning, and protection.
• Experience producing suitability reports and conducting product research.
• Excellent analytical, report-writing, and organisational skills.
• Good understanding of FCA regulations and compliance requirements.
• Highly accurate with strong attention to detail and a client-focused, professional approach.

What’s on Offer

• Salary up to £55,000, depending on experience.
• Ongoing training and support towards further professional qualifications.
• Clear career progression opportunities, including a pathway to Financial Adviser for those who wish to pursue it.
• Join a growing, ethical business that genuinely values technical excellence and delivering outstanding client outcomes