Senior Paraplanner

Our client, a multiple award winning firm of financial planners in Harrogate are looking to appoint a Senior Paraplanner to join their highly experienced team on a permanent basis.

Working closely with the advisers, duties and responsibilities will include:

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• Writing and tailoring high quality suitability letters based on consultation with the Adviser/s
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• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
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• Providing guidance, coaching, and technical mentoring to more junior team members
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The Person:

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• Level 4 Diploma (essential)
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• Chartered status (desirable)
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• Extensive experience of pensions, Investments, personal, trust and estate taxation (desirable)
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• Experience dealing with High Net Worth clients (desirable)
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• Reliable and diligent
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• Excellent working knowledge surrounding the key areas of Financial Planning
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• Strong commercial and technical knowledge
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• Personable and professional
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What our client will offer:

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• Lucrative uncapped bonus structure
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• 26 days’ holiday plus bank holidays
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• Death in Service (4x salary)
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• Critical Illness Cover
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• Home working
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• Fully funded social events
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