Senior Paraplanner - Complex Case Specialist (Hybrid)

Posted 18 hours 26 minutes ago by RGH-Global Ltd

Permanent
Full Time
Other
Lancashire, United Kingdom
Job Description
A financial services firm in the UK is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. The role involves conducting research on pensions, investments, and tax planning, preparing suitability reports, and producing financial calculations. The ideal candidate should have proven paraplanning experience and a Level 4 Diploma or equivalent. This position offers hybrid working opportunities and the chance to work on complex cases.