Senior Paraplanner

<p>Our client, a multiple award winning firm of financial planners in Harrogate are looking to appoint a <strong>Senior Paraplanner</strong> to join their highly experienced team on a permanent basis.</p> <p><strong>Working closely with the advisers, duties and responsibilities will include:</strong></p> <ul> <li>Writing and tailoring high quality suitability letters based on consultation with the Adviser/s</li><li>Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations</li><li>Providing guidance, coaching, and technical mentoring to more junior team members</li></ul> <p><strong>The Person:</strong></p> <ul> <li>Level 4 Diploma (essential)</li><li>Chartered status (desirable)</li><li>Extensive experience of pensions, Investments, personal, trust and estate taxation (desirable)</li><li>Experience dealing with High Net Worth clients (desirable)</li><li>Reliable and diligent</li><li>Excellent working knowledge surrounding the key areas of Financial Planning</li><li>Strong commercial and technical knowledge</li><li>Personable and professional</li></ul> <p><strong>What our client will offer:</strong></p> <ul> <li>Lucrative uncapped bonus structure</li><li>26 days’ holiday plus bank holidays</li><li>Death in Service (4x salary)</li><li>Critical Illness Cover</li><li>Home working</li><li>Fully funded social events</li></ul>