At a Glance
- Tasks: Create tailored suitability letters and conduct in-depth product research.
- Company: Join a highly experienced team in a leading financial firm.
- Benefits: Remote work, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with a focus on career development.
- Why this job: Make a real impact by mentoring junior staff and working with high net worth clients.
- Qualifications: Level 4 Diploma required; Chartered status and experience in pensions and investments preferred.
The predicted salary is between 40000 - 50000 £ per year.
Our client in Harrogate is seeking a Senior Paraplanner to join a highly experienced team on a permanent basis.
The role focuses on producing tailored suitability letters, conducting in-depth product research and mentoring junior staff.
The ideal candidate will hold a Level 4 Diploma, with Chartered status being desirable and extensive experience in pensions, investments and taxation, including work with High Net Worth clients.
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Senior Paraplanner - Remote, High Net Worth Focus 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
