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An IFA Paraplanner job in Guildford, Surrey for up to £40K

Your new company

Harding Financial are a highly respected wealth management firm based in Surrey, who pride themselves on a superb reputation within the marketplace. They are currently seeking a talented Paraplanner to join their growing team. The practice, based in exceptional offices on the outskirts of Guildford, specialise in giving independent, whole of market financial advice on investments, pensions, protection & inheritance tax planning.

Your new role

As Paraplanner, you will be reporting into the Paraplanning Manager. You will be helping to deliver an outstanding client experience for the company’s Independent Financial Planners. Your duties will include: providing paraplanning support to two Financial Planners such as annual reviews, product research, suitability reports and updating Voyant; assisting with the firm’s research processes including due diligence; assisting the company’s Investment Committee; general compliance issues.

What you'll get in return

You will receive a basic salary of between £35,000 and £40,000 (depending on the level of expertise and qualifications of the candidate). A discretionary bonus, pension and study support towards chartered status, are also included in the package.

What you'll need to succeed

You will have the Diploma in Financial Planning, or nearing completion of your studies and exams, with at least 2 years’ Paraplanning experience. Strong report writing skills and product knowledge will also be required for this role.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

For more detailed information, or to view other vacancies with this organisation, please visit our dedicated recruitment website


Job type:
Banking & Financial Services
Financial Services
up to £40,000
Apply Now

Talk to a consultant

Talk to Neil Soffe, the specialist consultant managing this position, located in Brighton

International House, 78 - 81 Queens Road, Brighton, BN1 3XE

Telephone: 01273 723 160
For 50 years we've used our expertise to help people transform their careers.

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