At a Glance
- Tasks: Craft tailored financial recommendations and mentor junior team members.
- Company: Award-winning financial planning firm in Harrogate with a supportive team.
- Benefits: Uncapped bonuses, 26 days holiday, remote work, and social events.
- Other info: Great career growth opportunities in 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 preferred.
The predicted salary is between 40000 - 50000 £ 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.
Responsibilities
- 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
Join a prestigious firm of financial planners in Kettering, where you will be supported in your professional growth as a Trainee Paraplanner. With a competitive salary and an extensive benefits package, our collaborative work culture fosters development and encourages you to thrive alongside experienced advisers. This is an excellent opportunity to gain hands-on experience in the financial planning sector while contributing to meaningful client outcomes.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
