Paraplanner

• Paraplanner

Job Title: Paraplanner

Hours: 37.5 hours per week

Location: Our office in Guildford (with flexibility to work a couple of days a week from home)

Role Description

We're looking for a Paraplanner to join our amazing team and help us to continue delivering an outstanding experience for our clients. If successful, you will join an incredibly dynamic team offering the option of hybrid office/home working, plus the benefit of ongoing training and support with exams and professional development.

You'll help us give high-quality advice by:

• Conducting strategy meetings with our Financial Planners
• Researching products, funds and planning strategies to support advice recommendations
• Writing clear, compliant suitability reports and client letters
• Getting illustrations and quotes from providers
• Updating client records promptly and accurately
• Maintaining a high degree of technical knowledge

About You

• At least 3+ years experience in a paraplanning role within an IFA firm
  
• Diploma in Regulated Financial Planning achieved
• Good knowledge of pensions, investments, protection and trusts
• Excellent communication, attention to detail and good IT skills
• Friendly, organised, self-motivated and a real team player who cares A LOT about clients

What we offer you

A supportive, close-knit team, study support and real scope to grow your career with a respected, award winning firm!

And some fantastic benefits including; platform based workplace pension, health cash plan, death in service, income protection insurance, starting holiday entitlement of 23 days going up to 28 days, Christmas office close, exam funding and support, free parking, modern laptop and technology supplied and plenty of company funded social events!

Apply Here

If you are interested in this role please email your CV to careers@hardingfinancial.co.uk

Contact Us

Get in touch today

Call us, email, drop in, or fill in the form so that one of our expert advisers can be in touch.

We look forward to hearing from you and being your financial partner.

01483 802010

info@hardingfinancial.co.uk

Guildford Office:
The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE

London Office: c/o The Ministry, 79-81 Borough Rd, London, SE1 1DN