• Location

    Lytham St. Annes, Lancashire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £27000 - £40000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


Senior Paraplanner - Lytham - Salary negotiable up to £40,000 plus company benefits

MB Fitzgerald recruitment are currently working with a well established firm of Independent Financial Advisers based in Lytham who are looking to hire a Senior Paraplanner for their team.

You'll be working closely with the Financial Advisers and Support staff to ensure that clients receive thorough and efficient service. You'll be tasked with report writing and research as well as acting as a technical point of contact for other staff within the team. This is not a management or leadership role but as a Senior member of the team you'll be expected to participate in the mentoring of other team members.

We are looking for a candidate with at least 3 years previous Paraplanning experience. You should be Diploma qualified as a minimum and ideally Chartered or studying towards this. The company value education and will fully support the successful candidate with further studies towards professional qualifications.

The role is to replace an experienced and highly valued member of staff who is leaving the business after a number of years. For this reason, they are willing to pay a competitive salary and benefits package in order to attract the best candidates.