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