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:

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

The Person:

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

What our client will offer:

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