At a Glance
- Tasks: Write tailored suitability letters and conduct extensive product research for financial planning.
- Company: Award-winning financial planning firm in Harrogate with a supportive team.
- Benefits: Lucrative bonuses, 26 days holiday, remote work, and fully funded social events.
- Other info: Opportunity for coaching and mentoring within a professional environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma required; experience with High Net Worth clients is a plus.
The predicted salary is between 40500 - 49500 £ per year.
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
Senior Paraplanner in Harrogate employer: Taylor James Professional Recruitment Careers
Join an award-winning firm in Leeds that prioritises employee satisfaction and growth, offering a supportive environment for IFA Administrators. With an impressive retention rate, the company provides a competitive salary, generous holiday allowance, and full study support to help you advance your career in financial services. Experience a culture that values personal development and teamwork while enjoying the flexibility of home working.
Contact Details:
Taylor James Professional Recruitment Careers Recruitment Team
