Senior Paraplanner: Complex Financial Planning Expert
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-01-27
Listing for:
PDL Consultancy
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Overview
A well-established financial advisory firm in the UK seeks an experienced Paraplanner to join their dynamic team. The role involves analyzing client information, conducting advanced financial analysis, and supporting Financial Advisers in client meetings.
Responsibilities- Analyze client information and perform advanced financial analysis to support Financial Advisers
- Assist in client meetings with preparation and documentation as needed
- Minimum Level 4 Diploma in Financial Planning
- At least 4 years of experience
- A strong command of English
This opportunity provides comprehensive support to clients and requires meticulous attention to detail.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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