SENIOR PARAPLANNER LOCATION : Lytham - Hybrid working pattern SALARY; Up to £40,000 depending on exp & quals. Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success. Working in collaboration with Financial Advisers, 4 other Paraplanners and a team of Administrator the successful Candidate will be to prepare recommendations and produce suitability reports in line with company policy, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records. You will be working in collaboration with Financial Advisers and other colleagues as well as dealing effectively with queries from clients and other parties and promoting the company's services in a professional and FCA compliant manner. Responsibilities " You will record your client communications including client related communications with third parties. Client communications and client related communications should be recorded on the client's file in line with company policy in clear and intelligible English. " You will collect and collate information and data about (and from) the client in accordance with the principle of 'knows your client' and ensure all the required compliance documentation is present and correct. " You will ensure that all 'know your clien...