Senior Paraplanner

2 weeks ago

Lytham St Annes, United Kingdom Brook Street Full time

REMOTE-WORKING OPPORTUNITY

Our client has an exciting opportunity for a Senior Paraplanner to join their small and friendly team.
Working in collaboration with Financial Advisers, Paraplanners and colleagues, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintainingclient records.
Do you have experience of maintaining good working relationships in the delivery of financial advice services or similar environment?
Do you have proficient knowledge of pensions and retirement planning, investments, tax planning and regulation within the financial services industry?
Ideally you will have passed the RO1 - RO6 exams to be considered for this amazing opportunity. However, the client is flexible and will consider you if you have at least passed the RO1 exam.
WORKING HOURS: Monday - Friday 0900 - 1700 with 30 minutes for lunch.
SALARY: £30,000 - £42,000 (negotiable depending upon experience)
INCENTIVE SCHEME: Encouragement & support with career progression (to be discussed at interview)
LOCATION: Lytham St. Annes, Lancashire

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