Paraplanner – Hybrid Financial Planning Specialist - Lytham St Annes - Bond Recruitment

    Bond Recruitment
    Bond Recruitment Lytham St Annes

    1 day ago

    Description


    A well-established financial services firm based in Lytham St Annes is seeking an experienced Paraplanner to work on a hybrid basis.

    In collaboration with Financial Advisers, you will prepare recommendations and suitability reports, manage client records, and ensure compliance with regulations.

    The ideal candidate will have strong skills in report writing, communication, and an understanding of financial planning processes. The salary range is between £30,000 - £45,000 depending on experience and qualifications.#J-18808-Ljbffr

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