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