Lycetts Financial Services, part of Benefact Group, is looking for a Paraplanner to join our Newcastle office.
Working as part of a cooperative paraplanning team, you'll support Financial Advisers in delivering high-quality financial planning solutions, including cashflow modelling and detailed research.You'll conduct technical calculations (CGT, IHT, pension analysis), prepare suitability reports, maintain client documents, and stay up to date with regulations.
#J-*****-Ljbffr
📌 Paraplanner - Hybrid, Financial Planning & Cashflow (New South Wales)
🏢 Paraplanner
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.