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