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Senior Paraplanner

Taylor James Professional Recruitment

Our client, a high end and award winning firm of financial planners in south Manchester 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
  • Attending client meetings
  • 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
  • 28 days’ holiday plus bank holidays
  • Death in Service (4x salary)
  • Critical Illness Cover
  • Fully funded social events