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Senior Paraplanner – Complex Case Specialist; Hybrid
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-04-03
Listing for:
RGH-Global Ltd
Full Time
position Listed on 2026-04-03
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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