At a Glance
- Tasks: Prepare financial recommendations and reports while collaborating with a dynamic team.
- Company: Established Independent Financial Planning firm in Lytham Saint Annes.
- Benefits: Hybrid working, competitive salary, and supportive team environment.
- Other info: Opportunity for professional growth in a supportive and compliant environment.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: Experience in paraplanning and strong attention to detail required.
Bond Recruitment is seeking an experienced Paraplanner for a well-established Independent Financial Planning firm in Lytham Saint Annes. The role is hybrid, working alongside 5 Financial Advisers, Paraplanners and Administrators to prepare recommendations and suitability reports and maintain client records.
You will ensure FCA-compliant service, gather client data, assist with planning, review investment portfolios, and support administration.
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Senior Paraplanner: Financial Planning & Reports Expert employer: Bond Recruitment
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