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Senior Paraplanning Team Lead - Research & Client Strategy
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-07-14
Listing for:
Harding Financial
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Compliance
Job Description & How to Apply Below
Harding Financial, a fast-growing independent financial planning firm based in Shalford, is seeking a Paraplanning Team Leader to join the leadership. You will deputise for Head of Paraplanning & Administration, guiding a client-focused paraplanning team to deliver first-class research and reports.
You will ensure FCA regulatory requirements are reflected in advice files, supervise production, train new joiners, and manage case pipelines while driving continuous improvement and service
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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