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Permanent

Senior Paraplanner

Taylor James Professional Recruitment
Harrogate
money-bag £45000 Annual
Posted: 18 July 2026 (Today)
Closing date: 17 August 2026
Ref: 3140683407

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/sExtensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsProviding guidance, coaching, and technical mentoring to more junior team membersThe 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 diligentExcellent working knowledge surrounding the key areas of Financial PlanningStrong commercial and technical knowledgePersonable and professionalWhat our client will offer:Lucrative uncapped bonus structure26 days'' holiday plus bank holidaysDeath in Service (4x salary)Critical Illness CoverHome workingFully funded social ..... full job details .....

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