Technical Paraplanner – Path to Financial Adviser

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

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.