Financial Planning Expert

5 days ago


St Annes, Lancashire, United Kingdom Burton Recruitment Limited Full time

Join a reputable financial planning firm in Lytham as a skilled paraplanner to support their expanding team.

The ideal candidate will have experience in a financial planning environment, proficiency in writing complex reports, and a strong analytical skillset. The role offers competitive remuneration of up to £40k per annum, along with opportunities for professional growth within a supportive team.

Key Responsibilities:

  • Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
  • Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
  • Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.

The successful candidate will be expected to maintain accurate and up-to-date client records, ensure all activities and documents meet regulatory standards, and stay informed about industry trends and regulatory changes.

We offer a competitive salary of up to £40k per annum, flexible working options, 25 days of annual leave, plus bank holidays, and a workplace pension plan.


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