Job Title: Administrator (Paraplanner Pathway)

Hours: Full time (37.5 hours a week)

Location: Office based - Shalford, Surrey

The Role & Opportunity:

At Harding Financial we believe in developing exceptional people. This role is designed for an ambitious individual seeking a long-term career in financial planning and paraplanning.

The successful candidate will join our administration team for approximately 18-24 months whilst studying towards the CII Diploma in Regulated Financial Planning. During this period, they will gain practical experience across financial planning administration, investment operations and business finance, building the foundations needed for a successful transition into paraplanning.

Following successful completion of the Diploma and demonstration of the required competencies, the individual will progress into the Paraplanning team where they will play a key role in the delivery of advice to clients.

This role offers a unique opportunity to gain exposure to the full client journey, work alongside experienced Financial Planners and Paraplanners, and develop technical expertise through participation in business committees.

Phase One: Administration Development Programme (approximately 18-24 months)

Client Administration:

• Preparing valuation summaries and client review documentation for meetings
• Creating and populating client paperwork to support the implementation of financial planning recommendations
• Liaising with product providers and platforms to obtain policy information and documentation
• Processing client instructions and maintaining accurate records
• Supporting the Harding Hub team with general employee benefits and workplace pension administration

Investment & Platform Operations:

• Processing investment transactions and fund switches across client platforms
• Assisting with investment implementation following advice recommendations
• Developing a full understanding of platforms and investment products

Finance & Business Operations Support:

• Supporting the Finance Manager with monthly client billing processes
• Assisting with audit preparation and regulatory record keeping
• Supporting aged debt management processes
• Assisting with budgeting and business reporting activities

Phase Two: Administration Development Programme (once CII diploma passed and competencies acquired)

Technical Research & Analysis:

• Conducting technical research and calculations to support client advice recommendations
• Comparing products and solutions for client
• Analysing pensions, investments and protection arrangements

Cashflow Planning & Modelling:

• Reviewing client cashflow models to support advice recommendation process
• Support retirement, investment and estate planning scenarios

Suitability Reporting:

• Preparing detailed suitability reports and recommendation documents
• Ensuring recommendations are clearly evidenced and appropriately documented
• Maintaining compliance with regulatory and internal standards
• Supporting the preparation of client meeting packs and implementation documents

Person Specification:

• Strong academic background
• Excellent attention to detail
• Strong numerical and analytical skills
• Professional communication skills both written and verbal
• Ability to manage multiple priorities and deadlines
• Genuine interest in financial planning and wealth management
• Commitment to studying towards professional qualifications