Job Description 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. 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 Extensive experience of pensions, Investments, personal, trust and estate taxation (desirable) Experience dealing with High Net Worth clients (desirable) Excellent working knowledge surrounding the key areas of Financial Planning Strong commercial and technical knowledge Lucrative uncapped bonus structure ~26 days’ holiday plus bank holidays ~ Critical Illness Cover ~ Home working ~ Fully funded social events
Paraplanner (Pensions) in Harrogate employer: Taylor James Professional Recruitment
Join a multiple award-winning firm of financial planners in Wigan, where you will be part of a highly experienced team dedicated to excellence in financial advice. With a lucrative bonus structure, generous holiday allowance, and a strong emphasis on employee growth through coaching and mentoring, this company fosters a supportive and dynamic work culture. Enjoy the unique advantage of home working and fully funded social events, making it an excellent employer for those seeking meaningful and rewarding employment.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
