At a Glance
- Tasks: Assist advisers with product research and prepare tailored suitability letters.
- Company: Prestigious financial planning firm in Harrogate with a strong reputation.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Ideal for those passionate about finance and mentoring others.
- Why this job: Join a high-impact team and make a difference in clients' financial futures.
- Qualifications: Level 4 Diploma, strong knowledge of pensions, investments, and tax.
The predicted salary is between 40000 - 50000 £ per year.
Taylor James Professional Recruitment is seeking a Senior Paraplanner for a prestigious financial planning firm in Harrogate on a permanent basis.
You will assist advisers by researching products and preparing tailored suitability letters after consulting with advisers.
In addition to a Level 4 Diploma, candidates should have strong knowledge of pensions, investments and tax, plus experience with high net worth clients.
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Senior Paraplanner – Hybrid, High-Impact Research & Mentoring 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
