Technical Paraplanner – Path to Financial Adviser in Guildford

Technical Paraplanner – Path to Financial Adviser in Guildford

Guildford Full-Time No working from home possible
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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.

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Technical Paraplanner – Path to Financial Adviser in Guildford employer: Anthony Alexandra

Join a highly regarded independent financial planning firm in Guildford that prioritises a client-first approach and fosters long-term relationships built on integrity. As a Paraplanner, you will benefit from ongoing training, clear career progression opportunities, and a collaborative work culture that values technical excellence and employee growth. This is an excellent opportunity to enhance your skills while contributing to meaningful client outcomes in a supportive environment.

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Contact Details:

Anthony Alexandra Recruitment Team