• Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £27000 - £42000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Consultant:


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

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

The role:

  • 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 Senior members of the team will be expected to participate in the mentoring of other team members.


  • We are looking for a candidate with previous Paraplanning experience.
  • You should be Diploma qualified (or studying towards this) and ideally Chartered. The company value education and will fully support the successful candidate with further studies towards professional qualifications.
  • Candidates should be experienced and capable report writers with a strong knowledge of financial services products

On offer:

  • 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.
  • Salary to £42,000 plus company benefits
  • Hybrid working model
  • Plenty of opportunities to progress